Skip to content
Disclosery

Physician Wealth Advisors, Inc.: IEFA position timeline

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

Physician Wealth Advisors, Inc. held 124,846 IEFA 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 124,846 shares
    Change vs previous 13F -1,407 shares

    1.44% of the 13F portfolio, value $12,057,673.

    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 126,253 shares
    Change vs previous 13F -4,921 shares

    1.59% of the 13F portfolio, value $11,429,640.

    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 131,174 shares
    Change vs previous 13F -2,920 shares

    1.63% of the 13F portfolio, value $11,734,869.

    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 134,094 shares
    Change vs previous 13F -10,891 shares

    1.67% of the 13F portfolio, value $11,707,751.

    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 144,985 shares
    Change vs previous 13F -3,685 shares

    1.9% of the 13F portfolio, value $12,103,334.

    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 148,670 shares
    Change vs previous 13F +1,586 shares

    1.94% of the 13F portfolio, value $11,246,851.

    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 147,084 shares
    Change vs previous 13F -6,917 shares

    1.75% of the 13F portfolio, value $10,337,098.

    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 154,001 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $11,662,514.

    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).