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Physician Wealth Solutions Inc.: MUB position timeline

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

Physician Wealth Solutions Inc. held 24,681 MUB 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 24,681 shares
    Change vs previous 13F -388 shares

    1.01% of the 13F portfolio, value $2,656,169.

    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 25,069 shares
    Change vs previous 13F -11 shares

    1.1% of the 13F portfolio, value $2,661,074.

    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 25,080 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $2,686,319.

    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 25,080 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $2,670,769.

    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 25,080 shares
    Change vs previous 13F -12,296 shares

    1.22% of the 13F portfolio, value $2,620,358.

    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 37,376 shares
    Change vs previous 13F +7,156 shares

    1.98% of the 13F portfolio, value $3,940,925.

    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 30,220 shares
    Change vs previous 13F +445 shares

    1.61% of the 13F portfolio, value $3,219,941.

    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 29,775 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $3,186,521.

    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).