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Disclosery

Physician Wealth Solutions Inc.: DFAT position timeline

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

Physician Wealth Solutions Inc. held 73,270 DFAT 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 73,270 shares
    Change vs previous 13F -217 shares

    1.94% of the 13F portfolio, value $5,121,563.

    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 73,487 shares
    Change vs previous 13F 0 shares

    1.9% of the 13F portfolio, value $4,589,246.

    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 73,487 shares
    Change vs previous 13F 0 shares

    1.86% of the 13F portfolio, value $4,375,399.

    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 73,487 shares
    Change vs previous 13F -318 shares

    1.87% of the 13F portfolio, value $4,277,662.

    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 73,805 shares
    Change vs previous 13F +10,732 shares

    1.85% of the 13F portfolio, value $3,982,503.

    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 63,073 shares
    Change vs previous 13F +2,182 shares

    1.63% of the 13F portfolio, value $3,247,614.

    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 60,891 shares
    Change vs previous 13F -4 shares

    1.7% of the 13F portfolio, value $3,389,178.

    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 60,895 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $3,388,182.

    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).