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Physician Wealth Advisors, Inc.: VNQ position timeline

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

Physician Wealth Advisors, Inc. held 13,409 VNQ 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 13,409 shares
    Change vs previous 13F -415 shares

    0.15% of the 13F portfolio, value $1,293,070.

    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 13,824 shares
    Change vs previous 13F +51 shares

    0.17% of the 13F portfolio, value $1,226,165.

    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 13,773 shares
    Change vs previous 13F -281 shares

    0.17% of the 13F portfolio, value $1,218,774.

    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 14,054 shares
    Change vs previous 13F -22,164 shares

    0.18% of the 13F portfolio, value $1,284,792.

    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 36,218 shares
    Change vs previous 13F -702 shares

    0.51% of the 13F portfolio, value $3,225,610.

    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 36,920 shares
    Change vs previous 13F -2,796 shares

    0.58% of the 13F portfolio, value $3,342,696.

    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 39,716 shares
    Change vs previous 13F +2,378 shares

    0.6% of the 13F portfolio, value $3,537,903.

    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 37,338 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,603,118.

    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).