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Disclosery

Physician Wealth Solutions Inc.: SCHP position timeline

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

Physician Wealth Solutions Inc. held 72,007 SCHP 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 72,007 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,908,196.

    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 72,007 shares
    Change vs previous 13F -6,034 shares

    0.79% of the 13F portfolio, value $1,916,116.

    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 78,041 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $2,067,315.

    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 78,041 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $2,103,214.

    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 78,041 shares
    Change vs previous 13F -3,880 shares

    0.97% of the 13F portfolio, value $2,082,143.

    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 81,921 shares
    Change vs previous 13F -2,372 shares

    1.11% of the 13F portfolio, value $2,202,864.

    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 84,293 shares
    Change vs previous 13F +364 shares

    1.09% of the 13F portfolio, value $2,177,297.

    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 83,929 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,210,698.

    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).