Position in DAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,080
-$1,299 QoQ
Shares Held
17
-43.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#128
of 136 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DAC Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $5,730 across 6 Marine Shipping names. DAC ranks #1 (36.3% of the industry book) .
All Filings in DAC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,080 | 17 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,379 | 30 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,260 | 24 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,065 | 23 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,293 | 15 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $1,040 | 13 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||