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Physician Wealth Advisors, Inc.: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Physician Wealth Advisors, Inc. on DFAC, newest first. How the timeline and the estimate are built.

Physician Wealth Advisors, Inc. held 136,142 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,142 shares
    Change vs previous 13F -2,684 shares

    0.72% of the 13F portfolio, value $6,039,269.

    13F-HR 0001795173-26-000004 filed by Physician Wealth Advisors, Inc.
    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 138,826 shares
    Change vs previous 13F -872 shares

    0.75% of the 13F portfolio, value $5,394,779.

    13F-HR 0001795173-26-000003 filed by Physician Wealth Advisors, Inc.
    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 139,698 shares
    Change vs previous 13F -5,127 shares

    0.77% of the 13F portfolio, value $5,530,657.

    13F-HR 0001795173-26-000001 filed by Physician Wealth Advisors, Inc.
    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 144,825 shares
    Change vs previous 13F -7,402 shares

    0.8% of the 13F portfolio, value $5,585,910.

    13F-HR 0001795173-25-000005 filed by Physician Wealth Advisors, Inc.
    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 152,227 shares
    Change vs previous 13F +278 shares

    0.86% of the 13F portfolio, value $5,455,819.

    13F-HR 0001795173-25-000003 filed by Physician Wealth Advisors, Inc.
    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 151,949 shares
    Change vs previous 13F +128 shares

    0.86% of the 13F portfolio, value $5,012,813.

    13F-HR 0001795173-25-000002 filed by Physician Wealth Advisors, Inc.
    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 151,821 shares
    Change vs previous 13F -4,854 shares

    0.89% of the 13F portfolio, value $5,251,488.

    13F-HR 0001795173-25-000001 filed by Physician Wealth Advisors, Inc.
    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 156,675 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $5,439,752.

    13F-HR 0001795173-24-000005 filed by Physician Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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