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Physician Wealth Advisors, Inc.: HQY position timeline

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

Physician Wealth Advisors, Inc. held 47,045 HQY 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 47,045 shares
    Change vs previous 13F -4 shares

    0.51% of the 13F portfolio, value $4,249,121.

    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 47,049 shares
    Change vs previous 13F +5 shares

    0.55% of the 13F portfolio, value $3,931,901.

    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 47,044 shares
    Change vs previous 13F -6,513 shares

    0.6% of the 13F portfolio, value $4,309,718.

    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 53,557 shares
    Change vs previous 13F -6 shares

    0.72% of the 13F portfolio, value $5,075,615.

    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 53,563 shares
    Change vs previous 13F +7 shares

    0.88% of the 13F portfolio, value $5,611,279.

    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 53,556 shares
    Change vs previous 13F +7 shares

    0.81% of the 13F portfolio, value $4,732,760.

    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 53,549 shares
    Change vs previous 13F -14,296 shares

    0.87% of the 13F portfolio, value $5,138,045.

    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 67,845 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $5,687,462.

    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).