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CIK 0001795173 • 7 13F filings • Apr 28, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("physician-wealth-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001795173-25-000005 |
| $702.6M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001795173-26-000004 | $837.4M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001795173-25-000003 | $636.8M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001795173-26-000003 | $718.5M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001795173-25-000002 | $580.8M | View |