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Disclosery

Physician Wealth Solutions Inc.: DISV position timeline

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

Physician Wealth Solutions Inc. held 276,090 DISV 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 276,090 shares
    Change vs previous 13F -8,339 shares

    4.2% of the 13F portfolio, value $11,079,483.

    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 284,429 shares
    Change vs previous 13F -11,014 shares

    4.64% of the 13F portfolio, value $11,217,879.

    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 295,443 shares
    Change vs previous 13F +2,559 shares

    4.76% of the 13F portfolio, value $11,226,842.

    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 292,884 shares
    Change vs previous 13F -4,471 shares

    4.56% of the 13F portfolio, value $10,453,026.

    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 297,355 shares
    Change vs previous 13F -19,228 shares

    4.54% of the 13F portfolio, value $9,785,967.

    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 316,583 shares
    Change vs previous 13F +21,473 shares

    4.63% of the 13F portfolio, value $9,218,885.

    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 295,110 shares
    Change vs previous 13F +8,530 shares

    3.93% of the 13F portfolio, value $7,841,069.

    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 286,580 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $7,889,543.

    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).