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Disclosery

Physician Wealth Solutions Inc.: DFUS position timeline

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

Physician Wealth Solutions Inc. held 157,689 DFUS 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 157,689 shares
    Change vs previous 13F 0 shares

    4.9% of the 13F portfolio, value $12,921,037.

    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 157,689 shares
    Change vs previous 13F 0 shares

    4.63% of the 13F portfolio, value $11,181,727.

    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 157,689 shares
    Change vs previous 13F 0 shares

    4.96% of the 13F portfolio, value $11,695,793.

    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 157,689 shares
    Change vs previous 13F -1,807 shares

    4.99% of the 13F portfolio, value $11,422,991.

    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 159,496 shares
    Change vs previous 13F +4,132 shares

    4.96% of the 13F portfolio, value $10,689,422.

    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 155,364 shares
    Change vs previous 13F 0 shares

    4.72% of the 13F portfolio, value $9,396,415.

    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 155,364 shares
    Change vs previous 13F 0 shares

    4.96% of the 13F portfolio, value $9,904,455.

    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 155,364 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $9,772,396.

    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).