Skip to content
Disclosery

Physician Wealth Solutions Inc.: DFAU position timeline

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

Physician Wealth Solutions Inc. held 735,418 DFAU 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 735,418 shares
    Change vs previous 13F +21,655 shares

    14.41% of the 13F portfolio, value $38,013,771.

    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 713,763 shares
    Change vs previous 13F +56,845 shares

    13.33% of the 13F portfolio, value $32,204,995.

    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 656,918 shares
    Change vs previous 13F +8,698 shares

    13.04% of the 13F portfolio, value $30,743,782.

    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 648,220 shares
    Change vs previous 13F -610 shares

    12.95% of the 13F portfolio, value $29,662,566.

    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 648,830 shares
    Change vs previous 13F +42,124 shares

    12.75% of the 13F portfolio, value $27,484,421.

    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 606,706 shares
    Change vs previous 13F -31,005 shares

    11.72% of the 13F portfolio, value $23,321,763.

    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 637,711 shares
    Change vs previous 13F +6,851 shares

    12.93% of the 13F portfolio, value $25,820,901.

    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 630,860 shares
    Change vs previous 13F not available

    12.61% of the 13F portfolio, value $25,291,182.

    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).