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Physician Wealth Solutions Inc.: AVDV position timeline

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

Physician Wealth Solutions Inc. held 76,304 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,304 shares
    Change vs previous 13F +3,450 shares

    2.98% of the 13F portfolio, value $7,863,159.

    13F-HR 0001214659-26-008477 filed by Physician Wealth Solutions 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 72,854 shares
    Change vs previous 13F +8,193 shares

    3.01% of the 13F portfolio, value $7,275,195.

    13F-HR 0001214659-26-004562 filed by Physician Wealth Solutions 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 64,661 shares
    Change vs previous 13F +62 shares

    2.58% of the 13F portfolio, value $6,076,182.

    13F-HR 0001214659-26-000345 filed by Physician Wealth Solutions 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 64,599 shares
    Change vs previous 13F +31 shares

    2.51% of the 13F portfolio, value $5,751,269.

    13F-HR 0001214659-25-014905 filed by Physician Wealth Solutions 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 64,568 shares
    Change vs previous 13F -2,273 shares

    2.37% of the 13F portfolio, value $5,118,969.

    13F-HR 0001214659-25-010300 filed by Physician Wealth Solutions 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 66,841 shares
    Change vs previous 13F -736 shares

    2.34% of the 13F portfolio, value $4,661,524.

    13F-HR 0002007116-25-000002 filed by Physician Wealth Solutions 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 67,577 shares
    Change vs previous 13F +1,631 shares

    2.2% of the 13F portfolio, value $4,397,942.

    13F-HR 0002007116-25-000001 filed by Physician Wealth Solutions 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 65,946 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $4,420,392.

    13F-HR 0002007116-24-000001 filed by Physician Wealth Solutions Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).