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Physician Wealth Advisors, Inc.: EXR position timeline

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

Physician Wealth Advisors, Inc. held 10,927 EXR 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 10,927 shares
    Change vs previous 13F +15 shares

    0.19% of the 13F portfolio, value $1,587,655.

    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 10,912 shares
    Change vs previous 13F +28 shares

    0.2% of the 13F portfolio, value $1,430,841.

    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 10,884 shares
    Change vs previous 13F +18 shares

    0.2% of the 13F portfolio, value $1,417,340.

    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 10,866 shares
    Change vs previous 13F -207 shares

    0.22% of the 13F portfolio, value $1,531,456.

    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 11,073 shares
    Change vs previous 13F +13 shares

    0.26% of the 13F portfolio, value $1,632,575.

    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 11,060 shares
    Change vs previous 13F -57 shares

    0.28% of the 13F portfolio, value $1,642,327.

    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 11,117 shares
    Change vs previous 13F -120 shares

    0.28% of the 13F portfolio, value $1,663,042.

    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 11,237 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,922,958.

    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).