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Disclosery

Physician Wealth Solutions Inc.: DFGR position timeline

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

Physician Wealth Solutions Inc. held 166,172 DFGR 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 166,172 shares
    Change vs previous 13F +27,132 shares

    1.83% of the 13F portfolio, value $4,814,017.

    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 139,040 shares
    Change vs previous 13F +37,744 shares

    1.53% of the 13F portfolio, value $3,695,682.

    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 101,296 shares
    Change vs previous 13F +33,742 shares

    1.14% of the 13F portfolio, value $2,676,241.

    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 67,554 shares
    Change vs previous 13F +9,820 shares

    0.81% of the 13F portfolio, value $1,844,888.

    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 57,734 shares
    Change vs previous 13F +10,823 shares

    0.72% of the 13F portfolio, value $1,548,998.

    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 46,911 shares
    Change vs previous 13F +22,916 shares

    0.62% of the 13F portfolio, value $1,231,886.

    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 23,995 shares
    Change vs previous 13F +9,183 shares

    0.31% of the 13F portfolio, value $612,832.

    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 14,812 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $414,440.

    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).