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Physician Wealth Advisors, Inc.: MTUM position timeline

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

Physician Wealth Advisors, Inc. held 7,786 MTUM 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 7,786 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $2,669,275.

    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 7,786 shares
    Change vs previous 13F -42 shares

    0.26% of the 13F portfolio, value $1,868,519.

    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 7,828 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,959,548.

    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 7,828 shares
    Change vs previous 13F +5 shares

    0.29% of the 13F portfolio, value $2,007,468.

    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 7,823 shares
    Change vs previous 13F -115 shares

    0.3% of the 13F portfolio, value $1,880,123.

    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 7,938 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $1,604,505.

    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 7,937 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $1,642,391.

    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 7,936 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,641,485.

    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).