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Physician Wealth Advisors, Inc.: T position timeline

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

Physician Wealth Advisors, Inc. held 10,904 T 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 10,904 shares
    Change vs previous 13F +388 shares

    0.03% of the 13F portfolio, value $225,716.

    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 10,516 shares
    Change vs previous 13F +522 shares

    0.04% of the 13F portfolio, value $304,865.

    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 9,994 shares
    Change vs previous 13F +2,473 shares

    0.03% of the 13F portfolio, value $248,257.

    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 7,521 shares
    Change vs previous 13F +45 shares

    0.03% of the 13F portfolio, value $212,399.

    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 7,476 shares
    Change vs previous 13F +332 shares

    0.03% of the 13F portfolio, value $216,362.

    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 7,144 shares
    Change vs previous 13F +80 shares

    0.03% of the 13F portfolio, value $202,039.

    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 7,064 shares
    Change vs previous 13F +7,064 shares

    0.03% of the 13F portfolio, value $160,853.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.