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Physician Wealth Advisors, Inc.: IBIT position timeline

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

Physician Wealth Advisors, Inc. held 6,080 IBIT 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 6,080 shares
    Change vs previous 13F +866 shares

    0.02% of the 13F portfolio, value $202,413.

    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 5,214 shares
    Change vs previous 13F +107 shares

    0.03% of the 13F portfolio, value $200,319.

    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 5,107 shares
    Change vs previous 13F +982 shares

    0.04% of the 13F portfolio, value $253,576.

    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 4,125 shares
    Change vs previous 13F +1,144 shares

    0.04% of the 13F portfolio, value $268,120.

    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 2,981 shares
    Change vs previous 13F +380 shares

    0.03% of the 13F portfolio, value $182,481.

    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 2,601 shares
    Change vs previous 13F +249 shares

    0.02% of the 13F portfolio, value $121,742.

    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 2,352 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $124,781.

    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).