Position in FRVO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$409
New position
Shares Held
14
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 13 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $17,029 across 4 Utilities - Renewable names. FRVO ranks #4 (2.4% of the industry book) .
All Filings in FRVO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409 | 14 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||