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Physician Wealth Advisors, Inc.: DFAE position timeline

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

Physician Wealth Advisors, Inc. held 640,767 DFAE 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 640,767 shares
    Change vs previous 13F -138,492 shares

    3.08% of the 13F portfolio, value $25,765,242.

    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 779,259 shares
    Change vs previous 13F +36,105 shares

    3.67% of the 13F portfolio, value $26,385,714.

    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 743,154 shares
    Change vs previous 13F +159,061 shares

    3.37% of the 13F portfolio, value $24,204,537.

    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 584,093 shares
    Change vs previous 13F +131,718 shares

    2.62% of the 13F portfolio, value $18,416,457.

    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 452,375 shares
    Change vs previous 13F -4,649 shares

    2.06% of the 13F portfolio, value $13,096,264.

    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 457,024 shares
    Change vs previous 13F -14,899 shares

    2.04% of the 13F portfolio, value $11,832,344.

    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 471,923 shares
    Change vs previous 13F +8,440 shares

    2.02% of the 13F portfolio, value $11,972,694.

    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 463,483 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $12,463,057.

    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).