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Disclosery

Physician Wealth Solutions Inc.: DFAS position timeline

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

Physician Wealth Solutions Inc. held 52,865 DFAS 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 52,865 shares
    Change vs previous 13F 0 shares

    1.65% of the 13F portfolio, value $4,352,904.

    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 52,865 shares
    Change vs previous 13F 0 shares

    1.56% of the 13F portfolio, value $3,760,287.

    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 52,865 shares
    Change vs previous 13F 0 shares

    1.56% of the 13F portfolio, value $3,683,105.

    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 52,865 shares
    Change vs previous 13F 0 shares

    1.58% of the 13F portfolio, value $3,619,138.

    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 52,865 shares
    Change vs previous 13F 0 shares

    1.56% of the 13F portfolio, value $3,368,029.

    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 52,865 shares
    Change vs previous 13F 0 shares

    1.59% of the 13F portfolio, value $3,158,684.

    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 52,865 shares
    Change vs previous 13F 0 shares

    1.72% of the 13F portfolio, value $3,440,454.

    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 52,865 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $3,435,168.

    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).