Skip to content
Disclosery

Physician Wealth Solutions Inc.: DFAC position timeline

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

Physician Wealth Solutions Inc. held 31,222 DFAC 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 31,222 shares
    Change vs previous 13F -40,524 shares

    0.53% of the 13F portfolio, value $1,384,996.

    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 71,746 shares
    Change vs previous 13F -98,529 shares

    1.15% of the 13F portfolio, value $2,788,033.

    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 170,275 shares
    Change vs previous 13F -36,484 shares

    2.86% of the 13F portfolio, value $6,741,195.

    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 206,759 shares
    Change vs previous 13F +1,165 shares

    3.48% of the 13F portfolio, value $7,974,699.

    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 205,594 shares
    Change vs previous 13F +8,990 shares

    3.42% of the 13F portfolio, value $7,368,504.

    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 196,604 shares
    Change vs previous 13F -17,376 shares

    3.26% of the 13F portfolio, value $6,485,977.

    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 213,980 shares
    Change vs previous 13F -1,032 shares

    3.71% of the 13F portfolio, value $7,401,581.

    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 215,012 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $7,439,403.

    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).