Skip to content
Disclosery

Walser Wealth Management Company, A Ltd Liability Co: PHYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Walser Wealth Management Company, A Ltd Liability Co on PHYS, newest first. How the timeline and the estimate are built.

Walser Wealth Management Company, A Ltd Liability Co held 290,079 PHYS shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 290,079 shares
    Change vs previous 13F +19,956 shares

    3.63% of the 13F portfolio, value $9,070,770.

    13F-HR 0002112280-26-000011 filed by Walser Wealth Management Company, A Ltd Liability Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 270,123 shares
    Change vs previous 13F +247,991 shares

    3.39% of the 13F portfolio, value $8,149,611.

    13F-HR 0002112280-26-000010 filed by Walser Wealth Management Company, A Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 22,132 shares
    Change vs previous 13F -4,530 shares

    0.35% of the 13F portfolio, value $784,358.

    13F-HR 0002112280-26-000009 filed by Walser Wealth Management Company, A Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 26,662 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $880,379.

    13F-HR 0002112280-26-000001 filed by Walser Wealth Management Company, A Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).