Skip to content
Disclosery

Physician Wealth Solutions Inc.: AVEM position timeline

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

Physician Wealth Solutions Inc. held 75,871 AVEM 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 75,871 shares
    Change vs previous 13F -1,182 shares

    2.78% of the 13F portfolio, value $7,320,784.

    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 77,053 shares
    Change vs previous 13F +2,947 shares

    2.57% of the 13F portfolio, value $6,208,917.

    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 74,106 shares
    Change vs previous 13F +3,504 shares

    2.42% of the 13F portfolio, value $5,707,630.

    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 70,602 shares
    Change vs previous 13F +438 shares

    2.32% of the 13F portfolio, value $5,302,896.

    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 70,164 shares
    Change vs previous 13F +2,706 shares

    2.23% of the 13F portfolio, value $4,809,022.

    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 67,458 shares
    Change vs previous 13F +11,947 shares

    2.04% of the 13F portfolio, value $4,058,944.

    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 55,511 shares
    Change vs previous 13F +5,051 shares

    1.63% of the 13F portfolio, value $3,263,469.

    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 50,460 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $3,166,392.

    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).