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Physician Wealth Advisors, Inc.: ESGU position timeline

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

Physician Wealth Advisors, Inc. held 37,743 ESGU 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 37,743 shares
    Change vs previous 13F +2,159 shares

    0.74% of the 13F portfolio, value $6,177,366.

    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 35,584 shares
    Change vs previous 13F +1,931 shares

    0.7% of the 13F portfolio, value $5,032,253.

    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 33,653 shares
    Change vs previous 13F +423 shares

    0.7% of the 13F portfolio, value $5,013,550.

    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 33,230 shares
    Change vs previous 13F +930 shares

    0.69% of the 13F portfolio, value $4,838,349.

    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 32,300 shares
    Change vs previous 13F -190 shares

    0.69% of the 13F portfolio, value $4,370,238.

    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 32,490 shares
    Change vs previous 13F -546 shares

    0.68% of the 13F portfolio, value $3,960,885.

    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 33,036 shares
    Change vs previous 13F -732 shares

    0.72% of the 13F portfolio, value $4,255,753.

    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 33,768 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $4,304,116.

    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).