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Physician Wealth Advisors, Inc.: FBND position timeline

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

Physician Wealth Advisors, Inc. held 357,130 FBND 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 357,130 shares
    Change vs previous 13F +40,145 shares

    1.94% of the 13F portfolio, value $16,245,840.

    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 316,985 shares
    Change vs previous 13F +32,322 shares

    2.01% of the 13F portfolio, value $14,460,842.

    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 284,663 shares
    Change vs previous 13F -10,010 shares

    1.82% of the 13F portfolio, value $13,105,879.

    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 294,673 shares
    Change vs previous 13F +11,706 shares

    1.94% of the 13F portfolio, value $13,625,663.

    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 282,967 shares
    Change vs previous 13F +38,464 shares

    2.03% of the 13F portfolio, value $12,945,763.

    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 244,503 shares
    Change vs previous 13F +10,339 shares

    1.92% of the 13F portfolio, value $11,161,584.

    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 234,164 shares
    Change vs previous 13F -21,299 shares

    1.78% of the 13F portfolio, value $10,506,937.

    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 255,463 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $11,812,595.

    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).