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Physician Wealth Advisors, Inc.: ITOT position timeline

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

Physician Wealth Advisors, Inc. held 127,829 ITOT 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 127,829 shares
    Change vs previous 13F -298 shares

    2.51% of the 13F portfolio, value $20,998,505.

    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 128,127 shares
    Change vs previous 13F +1,439 shares

    2.54% of the 13F portfolio, value $18,249,097.

    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 126,688 shares
    Change vs previous 13F -4,595 shares

    2.62% of the 13F portfolio, value $18,837,179.

    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 131,283 shares
    Change vs previous 13F -6,133 shares

    2.72% of the 13F portfolio, value $19,121,317.

    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 137,416 shares
    Change vs previous 13F -7,173 shares

    2.91% of the 13F portfolio, value $18,556,626.

    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 144,589 shares
    Change vs previous 13F -22 shares

    3.04% of the 13F portfolio, value $17,641,274.

    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 144,611 shares
    Change vs previous 13F -10,250 shares

    3.14% of the 13F portfolio, value $18,599,825.

    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 154,861 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $19,676,667.

    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).