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Physician Wealth Advisors, Inc.: DYNF position timeline

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

Physician Wealth Advisors, Inc. held 454,810 DYNF 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 454,810 shares
    Change vs previous 13F +19,201 shares

    3.69% of the 13F portfolio, value $30,931,658.

    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 435,609 shares
    Change vs previous 13F -85,143 shares

    3.53% of the 13F portfolio, value $25,343,739.

    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 520,752 shares
    Change vs previous 13F +16,399 shares

    4.41% of the 13F portfolio, value $31,666,908.

    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 504,353 shares
    Change vs previous 13F +103,848 shares

    4.25% of the 13F portfolio, value $29,857,677.

    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 400,505 shares
    Change vs previous 13F +13,822 shares

    3.43% of the 13F portfolio, value $21,811,492.

    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 386,683 shares
    Change vs previous 13F +20,746 shares

    3.25% of the 13F portfolio, value $18,854,672.

    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 365,937 shares
    Change vs previous 13F -6,241 shares

    3.17% of the 13F portfolio, value $18,754,276.

    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 372,178 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $18,731,739.

    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).