Physician Wealth Advisors, Inc.

Position in FC — Franklin Covey Co

CIK 1795173 MIDVALE, UT

Position in FC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$18,863

+$6,721 QoQ

Shares Held

769

0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#85

of 112 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Physician Wealth Advisors, Inc. holds $26,208 across 5 Education & Training Services names. FC ranks #1 (72.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FC	Franklin Covey Co This page	769	$18,863
2	LAUR	Laureate Education, Inc.	64	$2,324
3	LOPE	Grand Canyon Education, Inc.	14	$2,003
4	SKIL	Skillsoft Corp.	298	$1,543
5	CHGG	Chegg, Inc	1,461	$1,475

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,863	769	0.0%	Shares	Sole	2026-07-20
2026-03-31	$12,142	769	+9.2%	Shares	Sole	2026-04-24
2025-12-31	$11,813	704	0.0%	Shares	Sole	2026-01-29
2025-09-30	$13,664	704	0.0%	Shares	Sole	2025-11-04
2025-06-30	$16,065	704	0.0%	Shares	Sole	2025-07-14
2025-03-31	$19,444	704	0.0%	Shares	Sole	2025-04-28
2024-12-31	$26,456	704	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.