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Physician Wealth Advisors, Inc.: DFAW position timeline

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

Physician Wealth Advisors, Inc. held 131,656 DFAW 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 131,656 shares
    Change vs previous 13F -16,239 shares

    1.3% of the 13F portfolio, value $10,899,800.

    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 147,895 shares
    Change vs previous 13F -3,503 shares

    1.52% of the 13F portfolio, value $10,911,673.

    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 151,398 shares
    Change vs previous 13F -4,247 shares

    1.56% of the 13F portfolio, value $11,200,453.

    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 155,645 shares
    Change vs previous 13F +8,602 shares

    1.59% of the 13F portfolio, value $11,184,660.

    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 147,043 shares
    Change vs previous 13F +825 shares

    1.55% of the 13F portfolio, value $9,863,612.

    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 146,218 shares
    Change vs previous 13F +5,283 shares

    1.54% of the 13F portfolio, value $8,960,260.

    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 140,935 shares
    Change vs previous 13F +17,863 shares

    1.49% of the 13F portfolio, value $8,802,787.

    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 123,072 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $7,821,207.

    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).