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Physician Wealth Advisors, Inc.: SBS position timeline

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

Physician Wealth Advisors, Inc. held 4,268 SBS 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 4,268 shares
    Change vs previous 13F +3,281 shares

    <0.01% of the 13F portfolio, value $24,670.

    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 987 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $30,114.

    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 1,008 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $24,047.

    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 961 shares
    Change vs previous 13F +933 shares

    <0.01% of the 13F portfolio, value $23,920.

    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 28 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $616.

    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).