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Physician Wealth Advisors, Inc.: IEMG position timeline

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

Physician Wealth Advisors, Inc. held 30,650 IEMG 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 30,650 shares
    Change vs previous 13F -4,235 shares

    0.3% of the 13F portfolio, value $2,539,015.

    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 34,885 shares
    Change vs previous 13F -215,497 shares

    0.34% of the 13F portfolio, value $2,433,252.

    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 250,382 shares
    Change vs previous 13F +4,761 shares

    2.34% of the 13F portfolio, value $16,830,687.

    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 245,621 shares
    Change vs previous 13F -40,946 shares

    2.3% of the 13F portfolio, value $16,191,358.

    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 286,567 shares
    Change vs previous 13F +132,361 shares

    2.7% of the 13F portfolio, value $17,202,629.

    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 154,206 shares
    Change vs previous 13F +54,073 shares

    1.43% of the 13F portfolio, value $8,322,479.

    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 100,133 shares
    Change vs previous 13F +2,592 shares

    0.88% of the 13F portfolio, value $5,228,954.

    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 97,541 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $5,507,144.

    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).