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Physician Wealth Advisors, Inc.: DFAU position timeline

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

Physician Wealth Advisors, Inc. held 379,438 DFAU 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 379,438 shares
    Change vs previous 13F -2,420 shares

    2.34% of the 13F portfolio, value $19,613,167.

    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 381,858 shares
    Change vs previous 13F +1,808 shares

    2.4% of the 13F portfolio, value $17,229,426.

    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 380,050 shares
    Change vs previous 13F -3,273 shares

    2.47% of the 13F portfolio, value $17,786,338.

    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 383,323 shares
    Change vs previous 13F -23,700 shares

    2.5% of the 13F portfolio, value $17,540,868.

    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 407,023 shares
    Change vs previous 13F +6,326 shares

    2.71% of the 13F portfolio, value $17,241,513.

    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 400,697 shares
    Change vs previous 13F +14,505 shares

    2.65% of the 13F portfolio, value $15,402,786.

    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 386,192 shares
    Change vs previous 13F +11,394 shares

    2.64% of the 13F portfolio, value $15,636,907.

    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 374,798 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $15,044,383.

    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).