Current Market Value 335,731
Current Holdings 107
Most Recent File Date 2025-08-14
Total Filings on Record 40
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Physicians Financial Services, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 107 336
2025-05-07 2025-03-31 13F-HR/A 1 R 107 314
2025-05-07 2025-03-31 13F-HR 107 314
2025-02-03 2024-12-31 13F-HR 105 329
2024-10-31 2024-09-30 13F-HR 107 322
2024-08-14 2024-06-30 13F-HR 108 307
2024-05-10 2024-03-31 13F-HR 103 284
2024-01-26 2023-12-31 13F-HR 103 264
2023-10-31 2023-09-30 13F-HR 105 244
2023-07-26 2023-06-30 13F-HR 108 255
2023-05-17 2023-03-31 13F-HR 107 236
2023-02-09 2022-12-31 13F-HR 109 222
2022-10-19 2022-09-30 13F-HR 109 206,919
2022-08-17 2022-06-30 13F-HR 115 224,734
2022-04-22 2022-03-31 13F-HR 117 261,944
2022-02-02 2021-12-31 13F-HR 116 270,418
2021-10-27 2021-09-30 13F-HR 115 246,868
2021-07-27 2021-06-30 13F-HR 111 243,836
2021-05-21 2021-03-31 13F-HR 116 233,383
2021-02-03 2020-12-31 13F-HR 107 207,161
2020-11-10 2020-09-30 13F-HR 105 200,338
2020-07-28 2020-06-30 13F-HR 107 180,948
2020-04-27 2020-03-31 13F-HR 103 145,497
2020-02-12 2019-12-31 13F-HR 121 184,857
2019-11-14 2019-09-30 13F-HR 118 174,864
2019-08-12 2019-06-30 13F-HR 120 169,948
2019-04-12 2019-03-31 13F-HR 114 160,903
2019-01-22 2018-12-31 13F-HR 106 137,585
2018-11-14 2018-09-30 13F-HR 108 145,490
2018-08-21 2018-06-30 13F-HR 107 133,526
2018-04-17 2018-03-31 13F-HR 101 125,964
2018-02-12 2017-12-31 13F-HR 110 131,070
2017-11-01 2017-09-30 13F-HR 110 122,291
2017-07-31 2017-06-30 13F-HR 111 118,085
2017-04-26 2017-03-31 13F-HR 107 115,929
2017-01-17 2016-12-31 13F-HR 304 121,833
2016-11-01 2016-09-30 13F-HR 308 119,934
2016-07-14 2016-06-30 13F-HR 302 114,276
2016-04-26 2016-03-31 13F-HR 301 110,531
2016-02-09 2015-12-31 13F-HR 311 108,260