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Disclosery

Creative Planning: PHYS position timeline

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

Creative Planning held 195,564 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,564 shares
    Change vs previous 13F -5,412 shares

    <0.01% of the 13F portfolio, value $5,900,169.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 200,976 shares
    Change vs previous 13F -15,712 shares

    <0.01% of the 13F portfolio, value $7,122,594.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 216,688 shares
    Change vs previous 13F +10,620 shares

    0.01% of the 13F portfolio, value $7,155,033.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 206,068 shares
    Change vs previous 13F +73 shares

    <0.01% of the 13F portfolio, value $6,103,738.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 205,995 shares
    Change vs previous 13F -79,514 shares

    <0.01% of the 13F portfolio, value $5,221,976.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 285,509 shares
    Change vs previous 13F +93,814 shares

    0.01% of the 13F portfolio, value $6,869,349.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 191,695 shares
    Change vs previous 13F +6,218 shares

    <0.01% of the 13F portfolio, value $3,860,739.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 185,477 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,780,024.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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