Skip to content
Disclosery

Physician Wealth Solutions Inc.: SCHB position timeline

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

Physician Wealth Solutions Inc. held 49,224 SCHB 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 49,224 shares
    Change vs previous 13F -1,395 shares

    0.54% of the 13F portfolio, value $1,425,522.

    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 50,619 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,270,533.

    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 50,619 shares
    Change vs previous 13F -1,829 shares

    0.56% of the 13F portfolio, value $1,327,732.

    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 52,448 shares
    Change vs previous 13F -25 shares

    0.59% of the 13F portfolio, value $1,348,434.

    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 52,473 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,250,428.

    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 52,473 shares
    Change vs previous 13F -4,398 shares

    0.57% of the 13F portfolio, value $1,129,740.

    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 56,871 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,290,968.

    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 56,871 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,275,613.

    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).