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Cerity Partners LLC: PHYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerity Partners LLC on PHYS, newest first. How the timeline and the estimate are built.

Cerity Partners LLC held 61,432 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,432 shares
    Change vs previous 13F -12,900 shares

    <0.01% of the 13F portfolio, value $1,853,412.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 74,332 shares
    Change vs previous 13F -10,550 shares

    <0.01% of the 13F portfolio, value $2,641,135.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 84,882 shares
    Change vs previous 13F -423,440 shares

    <0.01% of the 13F portfolio, value $2,809,101.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 508,322 shares
    Change vs previous 13F +430,358 shares

    0.02% of the 13F portfolio, value $15,056,504.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 77,964 shares
    Change vs previous 13F +9,585 shares

    <0.01% of the 13F portfolio, value $1,976,393.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 68,379 shares
    Change vs previous 13F +24,380 shares

    <0.01% of the 13F portfolio, value $1,645,205.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 43,999 shares
    Change vs previous 13F +345 shares

    <0.01% of the 13F portfolio, value $886,145.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 43,654 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $889,668.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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