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Disclosery

Physician Wealth Solutions Inc.: DFSV position timeline

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

Physician Wealth Solutions Inc. held 411,042 DFSV 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 411,042 shares
    Change vs previous 13F -8,329 shares

    6.05% of the 13F portfolio, value $15,944,316.

    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 419,371 shares
    Change vs previous 13F -8,962 shares

    6.08% of the 13F portfolio, value $14,694,761.

    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 428,333 shares
    Change vs previous 13F -5,980 shares

    5.98% of the 13F portfolio, value $14,087,873.

    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 434,313 shares
    Change vs previous 13F -1,542 shares

    6.04% of the 13F portfolio, value $13,828,527.

    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 435,855 shares
    Change vs previous 13F -3,982 shares

    5.95% of the 13F portfolio, value $12,827,218.

    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 439,837 shares
    Change vs previous 13F -12,361 shares

    6.22% of the 13F portfolio, value $12,381,416.

    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 452,198 shares
    Change vs previous 13F -3,092 shares

    6.97% of the 13F portfolio, value $13,918,660.

    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 455,290 shares
    Change vs previous 13F not available

    7% of the 13F portfolio, value $14,027,493.

    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).