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Kestra Advisory Services, LLC: PHYS position timeline

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

Kestra Advisory Services, LLC held 2,043,853 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,043,853 shares
    Change vs previous 13F +632,602 shares

    0.15% of the 13F portfolio, value $61,663,041.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 62,900 shares
    • Kestra Advisory Services, LLC: 1,980,953 shares

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

  2. period ended2026-03-31
    13F 1,411,251 shares
    Change vs previous 13F +381,853 shares

    0.14% of the 13F portfolio, value $50,014,731.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 64,058 shares
    • Kestra Advisory Services, LLC: 1,347,193 shares

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

  3. period ended2025-12-31
    13F 1,029,398 shares
    Change vs previous 13F -16,440 shares

    0.11% of the 13F portfolio, value $33,990,718.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 64,808 shares
    • Kestra Advisory Services, LLC: 964,590 shares

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

  4. period ended2025-09-30
    13F 1,045,838 shares
    Change vs previous 13F -428,771 shares

    0.11% of the 13F portfolio, value $30,977,718.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 60,603 shares
    • Kestra Advisory Services, LLC: 985,235 shares

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

  5. period ended2025-06-30
    13F 1,474,609 shares
    Change vs previous 13F +424,480 shares

    0.14% of the 13F portfolio, value $37,381,335.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 56,333 shares
    • Kestra Advisory Services, LLC: 1,418,276 shares

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

  6. period ended2025-03-31
    13F 1,050,129 shares
    Change vs previous 13F -451,882 shares

    0.09% of the 13F portfolio, value $25,266,104.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 52,283 shares
    • Kestra Advisory Services, LLC: 997,846 shares

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

  7. period ended2024-12-31
    13F 1,502,011 shares
    Change vs previous 13F +1,328,658 shares

    0.13% of the 13F portfolio, value $30,250,502.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 50,934 shares
    • Kestra Advisory Services, LLC: 1,451,077 shares

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

  8. period ended2024-09-30
    13F 173,353 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,532,932.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 44,581 shares
    • Kestra Advisory Services, LLC: 128,772 shares

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