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Disclosery

Physician Wealth Solutions Inc.: BIV position timeline

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

Physician Wealth Solutions Inc. held 26,285 BIV 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 26,285 shares
    Change vs previous 13F -541 shares

    0.76% of the 13F portfolio, value $2,016,031.

    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 26,826 shares
    Change vs previous 13F -3,721 shares

    0.86% of the 13F portfolio, value $2,070,401.

    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 30,547 shares
    Change vs previous 13F -579 shares

    1.01% of the 13F portfolio, value $2,378,970.

    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 31,126 shares
    Change vs previous 13F -794 shares

    1.06% of the 13F portfolio, value $2,430,599.

    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 31,920 shares
    Change vs previous 13F -3,251 shares

    1.14% of the 13F portfolio, value $2,468,663.

    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 35,171 shares
    Change vs previous 13F -1,617 shares

    1.35% of the 13F portfolio, value $2,693,014.

    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 36,788 shares
    Change vs previous 13F +134 shares

    1.38% of the 13F portfolio, value $2,749,152.

    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 36,654 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,786,102.

    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).