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Physician Wealth Advisors, Inc.: IVW position timeline

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

Physician Wealth Advisors, Inc. held 230,758 IVW 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 230,758 shares
    Change vs previous 13F +19,352 shares

    3.79% of the 13F portfolio, value $31,736,172.

    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 211,406 shares
    Change vs previous 13F +13,669 shares

    3.33% of the 13F portfolio, value $23,912,101.

    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 197,737 shares
    Change vs previous 13F +7,969 shares

    3.39% of the 13F portfolio, value $24,373,028.

    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 189,768 shares
    Change vs previous 13F -1,730 shares

    3.26% of the 13F portfolio, value $22,908,780.

    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 191,498 shares
    Change vs previous 13F -34,025 shares

    3.31% of the 13F portfolio, value $21,083,965.

    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 225,523 shares
    Change vs previous 13F +11,403 shares

    3.6% of the 13F portfolio, value $20,935,338.

    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 214,120 shares
    Change vs previous 13F -5,462 shares

    3.67% of the 13F portfolio, value $21,739,573.

    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 219,582 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $21,240,176.

    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).