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Physician Wealth Advisors, Inc.: XLG position timeline

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

Physician Wealth Advisors, Inc. held 241 XLG 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 241 shares
    Change vs previous 13F -4,636 shares

    <0.01% of the 13F portfolio, value $14,772.

    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 4,877 shares
    Change vs previous 13F -407,158 shares

    0.04% of the 13F portfolio, value $266,036.

    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 412,035 shares
    Change vs previous 13F +10,364 shares

    3.4% of the 13F portfolio, value $24,425,412.

    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 401,671 shares
    Change vs previous 13F +216,171 shares

    3.29% of the 13F portfolio, value $23,104,130.

    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 185,500 shares
    Change vs previous 13F +64,499 shares

    1.52% of the 13F portfolio, value $9,664,526.

    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 121,001 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $5,568,465.

    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).