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Physician Wealth Advisors, Inc.: SPMO position timeline

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

Physician Wealth Advisors, Inc. held 80,324 SPMO 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 80,324 shares
    Change vs previous 13F -24,366 shares

    1.55% of the 13F portfolio, value $12,975,595.

    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 104,690 shares
    Change vs previous 13F +5,616 shares

    1.63% of the 13F portfolio, value $11,736,845.

    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 99,074 shares
    Change vs previous 13F +37,352 shares

    1.64% of the 13F portfolio, value $11,821,494.

    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 61,722 shares
    Change vs previous 13F -544 shares

    1.06% of the 13F portfolio, value $7,472,073.

    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 62,266 shares
    Change vs previous 13F +183 shares

    1.1% of the 13F portfolio, value $7,003,040.

    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 62,083 shares
    Change vs previous 13F +1,704 shares

    0.99% of the 13F portfolio, value $5,744,547.

    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 60,379 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $5,736,577.

    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).