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Physician Wealth Advisors, Inc.: TRV position timeline

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

Physician Wealth Advisors, Inc. held 246 TRV 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 246 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $81,210.

    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 239 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $69,712.

    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 221 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $64,104.

    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 241 shares
    Change vs previous 13F +70 shares

    0.01% of the 13F portfolio, value $67,293.

    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 171 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $45,750.

    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 163 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $43,107.

    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 163 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $39,266.

    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).