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Disclosery

Physician Wealth Solutions Inc.: DFEM position timeline

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

Physician Wealth Solutions Inc. held 337,691 DFEM 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 337,691 shares
    Change vs previous 13F -9,419 shares

    5.2% of the 13F portfolio, value $13,723,771.

    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 347,110 shares
    Change vs previous 13F -9,567 shares

    4.96% of the 13F portfolio, value $11,992,666.

    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 356,677 shares
    Change vs previous 13F -8,349 shares

    5% of the 13F portfolio, value $11,798,877.

    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 365,026 shares
    Change vs previous 13F -1,020 shares

    5.11% of the 13F portfolio, value $11,706,369.

    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 366,046 shares
    Change vs previous 13F -15,412 shares

    5.04% of the 13F portfolio, value $10,864,259.

    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 381,458 shares
    Change vs previous 13F +1,070 shares

    5.07% of the 13F portfolio, value $10,093,388.

    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 380,388 shares
    Change vs previous 13F +1,190 shares

    4.99% of the 13F portfolio, value $9,962,363.

    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 379,198 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $10,317,975.

    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).