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Disclosery

Physician Wealth Solutions Inc.: AVRE position timeline

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

Physician Wealth Solutions Inc. held 283,674 AVRE 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 283,674 shares
    Change vs previous 13F -5,350 shares

    5.1% of the 13F portfolio, value $13,440,458.

    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 289,024 shares
    Change vs previous 13F -2,981 shares

    5.27% of the 13F portfolio, value $12,722,839.

    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 292,005 shares
    Change vs previous 13F -4,179 shares

    5.39% of the 13F portfolio, value $12,710,998.

    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 296,184 shares
    Change vs previous 13F -1,759 shares

    5.75% of the 13F portfolio, value $13,174,279.

    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 297,943 shares
    Change vs previous 13F -10,015 shares

    6.1% of the 13F portfolio, value $13,157,169.

    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 307,958 shares
    Change vs previous 13F -5,778 shares

    6.66% of the 13F portfolio, value $13,245,271.

    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 313,736 shares
    Change vs previous 13F +2,745 shares

    6.59% of the 13F portfolio, value $13,151,792.

    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 310,991 shares
    Change vs previous 13F not available

    7.07% of the 13F portfolio, value $14,168,818.

    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).