IR
Superintel
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Physician Wealth Advisors, Inc.ETFConcentrated trader

CIK: 0001795173 | MIDVALE, UT

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR2440$869.4M2026-10-20SEC ↗
Q2 2026
13F-HR2334$837.4M2026-07-20SEC ↗
Q1 2026
13F-HR2057$718.5M2026-04-24SEC ↗
Q4 2025
13F-HR2027$718.7M2026-01-29SEC ↗
Q3 2025
13F-HR1899$702.6M2025-11-04SEC ↗
Q2 2025
13F-HR1800$636.8M2025-07-14SEC ↗
Q1 2025
13F-HR1436$580.8M2025-04-28SEC ↗
Q4 2024
13F-HR1148$591.8M2025-02-12SEC ↗
Q3 2024
13F-HR183$554.2M2024-10-16SEC ↗
Q2 2024
13F-HR182$542.7M2024-07-17SEC ↗
Q1 2024
13F-HR176$475.6M2024-04-17SEC ↗
Q4 2023
13F-HR167$448.0M2024-01-23SEC ↗
Q3 2023
13F-HR148$388.7M2023-10-10SEC ↗
Q2 2023
13F-HR150$402.9M2023-07-05SEC ↗
Q1 2023
13F-HR152$381.1M2023-04-20SEC ↗
Q4 2022
13F-HR150$370.6M2023-01-25SEC ↗
Q3 2022
13F-HR146$325.4K2022-10-06SEC ↗
Q2 2022
13F-HR149$345.2K2022-08-02SEC ↗
Q1 2022
13F-HR156$376.6K2022-05-05SEC ↗
Q4 2021
13F-HR158$14.3M2022-01-11SEC ↗
Q3 2021
13F-HR157$1.3M2021-10-19SEC ↗
Q2 2021
13F-HR151$1.2M2021-07-23SEC ↗
Q1 2021
13F-HR143$307.4K2021-04-06SEC ↗
Q4 2020
13F-HR141$9.2M2021-02-19SEC ↗
Q3 2020
13F-HR127$249.1K2020-11-04SEC ↗
Q2 2020
13F-HR131$248.1K2020-08-11SEC ↗
Q1 2020
13F-HR108$200.1K2020-04-23SEC ↗
Q4 2019
13F-HR120$224.7K2020-01-14SEC ↗
Q3 2019
13F-HR107$204.7K2019-11-26SEC ↗