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Disclosery

Physician Wealth Solutions Inc.: DFIC position timeline

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

Physician Wealth Solutions Inc. held 339,783 DFIC 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 339,783 shares
    Change vs previous 13F -3,550 shares

    4.8% of the 13F portfolio, value $12,660,318.

    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 343,333 shares
    Change vs previous 13F -1,423 shares

    5.05% of the 13F portfolio, value $12,198,608.

    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 344,756 shares
    Change vs previous 13F +6,050 shares

    5.04% of the 13F portfolio, value $11,880,308.

    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 338,706 shares
    Change vs previous 13F +5,829 shares

    4.85% of the 13F portfolio, value $11,106,169.

    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 332,877 shares
    Change vs previous 13F -15,111 shares

    4.8% of the 13F portfolio, value $10,349,144.

    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 347,988 shares
    Change vs previous 13F +18,315 shares

    4.86% of the 13F portfolio, value $9,663,627.

    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 329,673 shares
    Change vs previous 13F +6,391 shares

    4.27% of the 13F portfolio, value $8,520,395.

    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 323,282 shares
    Change vs previous 13F not available

    4.33% of the 13F portfolio, value $8,691,450.

    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).