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Physician Wealth Advisors, Inc.: SPYM position timeline

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

Physician Wealth Advisors, Inc. held 1,069,899 SPYM 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 1,069,899 shares
    Change vs previous 13F +394,731 shares

    11.23% of the 13F portfolio, value $94,022,695.

    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 675,168 shares
    Change vs previous 13F +259,431 shares

    7.19% of the 13F portfolio, value $51,677,349.

    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 415,737 shares
    Change vs previous 13F +12,060 shares

    4.64% of the 13F portfolio, value $33,350,439.

    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 403,677 shares
    Change vs previous 13F +21,360 shares

    4.5% of the 13F portfolio, value $31,624,080.

    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 382,317 shares
    Change vs previous 13F -282,361 shares

    4.36% of the 13F portfolio, value $27,790,658.

    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 664,678 shares
    Change vs previous 13F -60,887 shares

    7.53% of the 13F portfolio, value $43,709,205.

    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 725,565 shares
    Change vs previous 13F +7,576 shares

    8.45% of the 13F portfolio, value $50,020,470.

    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 717,989 shares
    Change vs previous 13F not available

    8.83% of the 13F portfolio, value $48,959,645.

    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).