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Physician Wealth Advisors, Inc.: IXUS position timeline

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

Physician Wealth Advisors, Inc. held 90,195 IXUS 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 90,195 shares
    Change vs previous 13F +53 shares

    1.03% of the 13F portfolio, value $8,608,174.

    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 90,142 shares
    Change vs previous 13F +144 shares

    1.09% of the 13F portfolio, value $7,809,944.

    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 89,998 shares
    Change vs previous 13F -123 shares

    1.06% of the 13F portfolio, value $7,617,435.

    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 90,121 shares
    Change vs previous 13F -7,972 shares

    1.06% of the 13F portfolio, value $7,442,203.

    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 98,093 shares
    Change vs previous 13F -6,914 shares

    1.19% of the 13F portfolio, value $7,583,567.

    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 105,007 shares
    Change vs previous 13F +430 shares

    1.26% of the 13F portfolio, value $7,330,552.

    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 104,577 shares
    Change vs previous 13F -3,999 shares

    1.17% of the 13F portfolio, value $6,916,739.

    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 108,576 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $7,692,629.

    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).