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Physician Wealth Advisors, Inc.: DFCF position timeline

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

Physician Wealth Advisors, Inc. held 159,564 DFCF 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 159,564 shares
    Change vs previous 13F +56,803 shares

    0.8% of the 13F portfolio, value $6,735,195.

    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 102,761 shares
    Change vs previous 13F +78,363 shares

    0.6% of the 13F portfolio, value $4,338,566.

    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 24,398 shares
    Change vs previous 13F +20,790 shares

    0.14% of the 13F portfolio, value $1,038,379.

    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 3,608 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $154,279.

    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 3,608 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $152,475.

    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 3,608 shares
    Change vs previous 13F -1,512 shares

    0.03% of the 13F portfolio, value $151,753.

    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 5,120 shares
    Change vs previous 13F -3,714 shares

    0.04% of the 13F portfolio, value $211,303.

    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 8,834 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $378,007.

    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).