Position in FORR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,488
+$487 QoQ
Shares Held
177
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 98 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FORR Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $19,042 across 4 Consulting Services names. FORR ranks #4 (7.8% of the industry book) .
All Filings in FORR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,488 | 177 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,001 | 177 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||