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Disclosery

Physician Wealth Solutions Inc.: DFAX position timeline

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

Physician Wealth Solutions Inc. held 16,734 DFAX 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 16,734 shares
    Change vs previous 13F -15,553 shares

    0.23% of the 13F portfolio, value $616,463.

    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 32,287 shares
    Change vs previous 13F -42,117 shares

    0.45% of the 13F portfolio, value $1,096,802.

    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 74,404 shares
    Change vs previous 13F -15,318 shares

    1.03% of the 13F portfolio, value $2,435,236.

    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 89,722 shares
    Change vs previous 13F -45 shares

    1.23% of the 13F portfolio, value $2,815,465.

    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 89,767 shares
    Change vs previous 13F -5,369 shares

    1.22% of the 13F portfolio, value $2,636,471.

    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 95,136 shares
    Change vs previous 13F +219 shares

    1.25% of the 13F portfolio, value $2,492,556.

    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 94,917 shares
    Change vs previous 13F +384 shares

    1.18% of the 13F portfolio, value $2,359,640.

    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 94,533 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,453,131.

    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).