Physician Wealth Advisors, Inc.: BDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Physician Wealth Advisors, Inc. on BDX, newest first. How the timeline and the estimate are built.
Physician Wealth Advisors, Inc. held 1,280 BDX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 1,280 sharesChange vs previous 13F +9 shares
0.02% of the 13F portfolio, value $193,703.
13F-HR 0001795173-26-000004 filed by Physician Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,271 sharesChange vs previous 13F +12 shares
0.03% of the 13F portfolio, value $199,840.
13F-HR 0001795173-26-000003 filed by Physician Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,259 sharesChange vs previous 13F +4 shares
0.03% of the 13F portfolio, value $244,335.
13F-HR 0001795173-26-000001 filed by Physician Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,255 sharesChange vs previous 13F +54 shares
0.03% of the 13F portfolio, value $234,899.
13F-HR 0001795173-25-000005 filed by Physician Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,201 sharesChange vs previous 13F +33 shares
0.03% of the 13F portfolio, value $206,873.
13F-HR 0001795173-25-000003 filed by Physician Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,168 sharesChange vs previous 13F -3 shares
0.05% of the 13F portfolio, value $267,543.
13F-HR 0001795173-25-000002 filed by Physician Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,171 sharesChange vs previous 13F +3 shares
0.04% of the 13F portfolio, value $265,665.
13F-HR 0001795173-25-000001 filed by Physician Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,168 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $282,446.
13F-HR 0001795173-24-000005 filed by Physician Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).