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Physician Wealth Advisors, Inc.: IJH position timeline

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

Physician Wealth Advisors, Inc. held 148,503 IJH 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 148,503 shares
    Change vs previous 13F -211 shares

    1.37% of the 13F portfolio, value $11,451,093.

    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 148,714 shares
    Change vs previous 13F +1,980 shares

    1.4% of the 13F portfolio, value $10,042,688.

    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 146,734 shares
    Change vs previous 13F +5,962 shares

    1.35% of the 13F portfolio, value $9,684,468.

    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 140,772 shares
    Change vs previous 13F -1,063 shares

    1.31% of the 13F portfolio, value $9,186,768.

    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 141,835 shares
    Change vs previous 13F +3,422 shares

    1.38% of the 13F portfolio, value $8,796,604.

    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 138,413 shares
    Change vs previous 13F -21,496 shares

    1.39% of the 13F portfolio, value $8,076,418.

    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 159,909 shares
    Change vs previous 13F +3,868 shares

    1.68% of the 13F portfolio, value $9,963,911.

    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 156,041 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $9,868,043.

    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).