Position in PPTA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,605
-$1,987 QoQ
Shares Held
270
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#220
of 252 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPTA Over Time
Shares Held
Position Value (USD)
Position in Other Precious Metals & Mining
Basic Materials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $17,436 across 5 Other Precious Metals & Mining names. PPTA ranks #1 (32.1% of the industry book) .
All Filings in PPTA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,605 | 270 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,592 | 270 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,536 | 270 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,462 | 270 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,277 | 270 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,886 | 270 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,880 | 270 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||