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Physician Wealth Advisors, Inc.: LPLA position timeline

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

Physician Wealth Advisors, Inc. held 132 LPLA 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 132 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $37,182.

    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 136 shares
    Change vs previous 13F +116 shares

    0.01% of the 13F portfolio, value $40,913.

    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 20 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $7,144.

    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 16 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,324.

    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).