Skip to content
Disclosery

Focus Partners Wealth: PHYS position timeline

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

Focus Partners Wealth held 54,796 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,796 shares
    Change vs previous 13F +2,439 shares

    <0.01% of the 13F portfolio, value $1,653,196.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 46,608 shares
    • Focus Partners Advisor Solutions, LLC: 8,188 shares

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

  2. period ended2026-03-31
    13F 52,357 shares
    Change vs previous 13F -3,208 shares

    <0.01% of the 13F portfolio, value $1,855,550.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 43,464 shares
    • Focus Partners Advisor Solutions, LLC: 8,893 shares

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

  3. period ended2025-12-31
    13F 55,565 shares
    Change vs previous 13F +46,384 shares

    <0.01% of the 13F portfolio, value $1,834,062.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 9,181 shares
    Change vs previous 13F +9,181 shares

    <0.01% of the 13F portfolio, value $275,591.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 0 shares
    Change vs previous 13F -8,331 shares

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F/A 8,331 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $200,444.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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