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Physician Wealth Advisors, Inc.: DGRO position timeline

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

Physician Wealth Advisors, Inc. held 107,581 DGRO 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 107,581 shares
    Change vs previous 13F -4,817 shares

    0.97% of the 13F portfolio, value $8,153,534.

    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 112,398 shares
    Change vs previous 13F -1,573 shares

    1.1% of the 13F portfolio, value $7,888,061.

    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 113,971 shares
    Change vs previous 13F -2,765 shares

    1.1% of the 13F portfolio, value $7,911,853.

    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 116,736 shares
    Change vs previous 13F -3,652 shares

    1.13% of the 13F portfolio, value $7,947,395.

    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 120,388 shares
    Change vs previous 13F -2,552 shares

    1.21% of the 13F portfolio, value $7,697,619.

    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 122,940 shares
    Change vs previous 13F -2,806 shares

    1.31% of the 13F portfolio, value $7,595,261.

    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 125,746 shares
    Change vs previous 13F -584 shares

    1.3% of the 13F portfolio, value $7,713,243.

    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 126,330 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $8,011,835.

    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).