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Physician Wealth Advisors, Inc.: EFAV position timeline

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

Physician Wealth Advisors, Inc. held 32,819 EFAV 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 32,819 shares
    Change vs previous 13F -543 shares

    0.34% of the 13F portfolio, value $2,878,543.

    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 33,362 shares
    Change vs previous 13F -1,029 shares

    0.42% of the 13F portfolio, value $3,048,307.

    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 34,391 shares
    Change vs previous 13F -1,533 shares

    0.41% of the 13F portfolio, value $2,966,231.

    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 35,924 shares
    Change vs previous 13F -807 shares

    0.43% of the 13F portfolio, value $3,047,459.

    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 36,731 shares
    Change vs previous 13F -2,104 shares

    0.48% of the 13F portfolio, value $3,087,647.

    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 38,835 shares
    Change vs previous 13F -1,698 shares

    0.52% of the 13F portfolio, value $3,026,025.

    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 40,533 shares
    Change vs previous 13F -5,153 shares

    0.48% of the 13F portfolio, value $2,866,090.

    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 45,686 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,453,404.

    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).