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Physician Wealth Advisors, Inc.: EFG position timeline

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

Physician Wealth Advisors, Inc. held 13,869 EFG 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 13,869 shares
    Change vs previous 13F +456 shares

    0.21% of the 13F portfolio, value $1,725,544.

    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 13,413 shares
    Change vs previous 13F -762 shares

    0.21% of the 13F portfolio, value $1,493,837.

    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 14,175 shares
    Change vs previous 13F -9,225 shares

    0.22% of the 13F portfolio, value $1,614,807.

    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 23,400 shares
    Change vs previous 13F -74,466 shares

    0.38% of the 13F portfolio, value $2,664,816.

    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 97,866 shares
    Change vs previous 13F -4,164 shares

    1.72% of the 13F portfolio, value $10,961,019.

    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 102,030 shares
    Change vs previous 13F -76,090 shares

    1.76% of the 13F portfolio, value $10,202,951.

    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 178,120 shares
    Change vs previous 13F +30,428 shares

    2.91% of the 13F portfolio, value $17,247,395.

    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 147,692 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $15,401,295.

    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).