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Physician Wealth Advisors, Inc.: FREL position timeline

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

Physician Wealth Advisors, Inc. held 159,503 FREL 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 159,503 shares
    Change vs previous 13F -437 shares

    0.56% of the 13F portfolio, value $4,673,432.

    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 159,940 shares
    Change vs previous 13F -296 shares

    0.6% of the 13F portfolio, value $4,303,977.

    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 160,236 shares
    Change vs previous 13F -9,074 shares

    0.6% of the 13F portfolio, value $4,308,759.

    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 169,310 shares
    Change vs previous 13F -6,178 shares

    0.67% of the 13F portfolio, value $4,708,505.

    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 175,488 shares
    Change vs previous 13F -8,645 shares

    0.75% of the 13F portfolio, value $4,745,203.

    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 184,133 shares
    Change vs previous 13F -3,715 shares

    0.87% of the 13F portfolio, value $5,058,143.

    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 187,848 shares
    Change vs previous 13F -4,543 shares

    0.86% of the 13F portfolio, value $5,075,655.

    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 192,391 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $5,623,578.

    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).