Skip to content
Disclosery

Physician Wealth Advisors, Inc.: QUAL position timeline

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

Physician Wealth Advisors, Inc. held 14,018 QUAL 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 14,018 shares
    Change vs previous 13F -62,641 shares

    0.37% of the 13F portfolio, value $3,075,992.

    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 76,659 shares
    Change vs previous 13F +1,246 shares

    2.05% of the 13F portfolio, value $14,703,880.

    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 75,413 shares
    Change vs previous 13F -57,889 shares

    2.08% of the 13F portfolio, value $14,978,551.

    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 133,302 shares
    Change vs previous 13F -20,539 shares

    3.69% of the 13F portfolio, value $25,927,280.

    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 153,841 shares
    Change vs previous 13F +8,100 shares

    4.42% of the 13F portfolio, value $28,125,177.

    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 145,741 shares
    Change vs previous 13F +24,985 shares

    4.29% of the 13F portfolio, value $24,905,651.

    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 120,756 shares
    Change vs previous 13F +2,435 shares

    3.63% of the 13F portfolio, value $21,504,209.

    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 118,321 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $21,408,985.

    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).