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Physician Wealth Advisors, Inc.: DFAI position timeline

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

Physician Wealth Advisors, Inc. held 772,680 DFAI 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 772,680 shares
    Change vs previous 13F +9,200 shares

    3.81% of the 13F portfolio, value $31,873,049.

    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 763,480 shares
    Change vs previous 13F +4,255 shares

    4.14% of the 13F portfolio, value $29,745,194.

    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 759,225 shares
    Change vs previous 13F +1,668 shares

    4.03% of the 13F portfolio, value $28,934,079.

    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 757,557 shares
    Change vs previous 13F +12,572 shares

    3.92% of the 13F portfolio, value $27,537,181.

    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 744,985 shares
    Change vs previous 13F -2,946 shares

    4.04% of the 13F portfolio, value $25,754,124.

    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 747,931 shares
    Change vs previous 13F +21,142 shares

    4.02% of the 13F portfolio, value $23,357,872.

    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 726,789 shares
    Change vs previous 13F +71,612 shares

    3.59% of the 13F portfolio, value $21,222,230.

    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 655,177 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $20,284,283.

    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).