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Physician Wealth Solutions Inc.: VTEB position timeline

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

Physician Wealth Solutions Inc. held 231,559 VTEB 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 231,559 shares
    Change vs previous 13F +2,567 shares

    4.44% of the 13F portfolio, value $11,712,254.

    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 228,992 shares
    Change vs previous 13F +10,578 shares

    4.73% of the 13F portfolio, value $11,424,411.

    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 218,414 shares
    Change vs previous 13F +5,177 shares

    4.66% of the 13F portfolio, value $10,984,040.

    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 213,237 shares
    Change vs previous 13F +18,381 shares

    4.66% of the 13F portfolio, value $10,676,777.

    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 194,856 shares
    Change vs previous 13F -83,256 shares

    4.43% of the 13F portfolio, value $9,553,790.

    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 278,112 shares
    Change vs previous 13F -10,194 shares

    6.93% of the 13F portfolio, value $13,799,917.

    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 288,306 shares
    Change vs previous 13F +8,691 shares

    7.24% of the 13F portfolio, value $14,452,780.

    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 279,615 shares
    Change vs previous 13F not available

    7.02% of the 13F portfolio, value $14,075,819.

    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).