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Physician Wealth Advisors, Inc.: LRGF position timeline

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

Physician Wealth Advisors, Inc. held 50,029 LRGF 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 50,029 shares
    Change vs previous 13F +707 shares

    0.45% of the 13F portfolio, value $3,783,723.

    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 49,322 shares
    Change vs previous 13F +1,592 shares

    0.45% of the 13F portfolio, value $3,255,246.

    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 47,730 shares
    Change vs previous 13F +2,022 shares

    0.46% of the 13F portfolio, value $3,313,868.

    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 45,708 shares
    Change vs previous 13F +6,459 shares

    0.45% of the 13F portfolio, value $3,157,540.

    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 39,249 shares
    Change vs previous 13F +925 shares

    0.4% of the 13F portfolio, value $2,517,055.

    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 38,324 shares
    Change vs previous 13F -1,863 shares

    0.38% of the 13F portfolio, value $2,218,197.

    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 40,187 shares
    Change vs previous 13F +1,152 shares

    0.41% of the 13F portfolio, value $2,425,261.

    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 39,035 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,330,762.

    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).