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Disclosery

Physician Wealth Solutions Inc.: DFIP position timeline

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

Physician Wealth Solutions Inc. held 462,726 DFIP 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 462,726 shares
    Change vs previous 13F +34,812 shares

    7.24% of the 13F portfolio, value $19,089,744.

    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 427,914 shares
    Change vs previous 13F +34,468 shares

    7.39% of the 13F portfolio, value $17,852,579.

    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 393,446 shares
    Change vs previous 13F +22,561 shares

    6.93% of the 13F portfolio, value $16,349,655.

    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 370,885 shares
    Change vs previous 13F +20,450 shares

    6.84% of the 13F portfolio, value $15,662,455.

    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 350,435 shares
    Change vs previous 13F -983 shares

    6.79% of the 13F portfolio, value $14,651,669.

    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 351,418 shares
    Change vs previous 13F -3,496 shares

    7.44% of the 13F portfolio, value $14,798,545.

    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 354,914 shares
    Change vs previous 13F +1,811 shares

    7.2% of the 13F portfolio, value $14,370,734.

    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 353,103 shares
    Change vs previous 13F not available

    7.28% of the 13F portfolio, value $14,593,729.

    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).