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Physician Wealth Advisors, Inc.: STIP position timeline

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

Physician Wealth Advisors, Inc. held 42,714 STIP 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 42,714 shares
    Change vs previous 13F -71 shares

    0.52% of the 13F portfolio, value $4,363,635.

    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 42,785 shares
    Change vs previous 13F -619 shares

    0.62% of the 13F portfolio, value $4,425,256.

    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 43,404 shares
    Change vs previous 13F +1,680 shares

    0.62% of the 13F portfolio, value $4,444,134.

    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 41,724 shares
    Change vs previous 13F +1,747 shares

    0.61% of the 13F portfolio, value $4,312,625.

    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 39,977 shares
    Change vs previous 13F +7,390 shares

    0.65% of the 13F portfolio, value $4,114,035.

    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 32,587 shares
    Change vs previous 13F +207 shares

    0.58% of the 13F portfolio, value $3,371,731.

    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 32,380 shares
    Change vs previous 13F +2,783 shares

    0.55% of the 13F portfolio, value $3,257,453.

    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 29,597 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,989,584.

    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).