Physician Wealth Advisors, Inc. PDS PRECISION DRILLING CORP

Ownership history in Physician Wealth Advisors, Inc.  ·  6 quarters on record

AI Ownership Summary

Physician Wealth Advisors, Inc. reported PRECISION DRILLING CORP (PDS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows PDS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PDS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Physician Wealth Advisors, Inc.'s position in PRECISION DRILLING CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PDS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Physician Wealth Advisors, Inc. held PDS — position size vs. price
% of Fund (quarterly)    PDS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 50 +11 +28.2% 0.00% $4K 2026-07-20 $82.37
2026 Q1 UNCHANGED 39 0% 0.00% $4K 2026-04-24 $95.14
2025 Q4 UNCHANGED 39 0% 0.00% $3K 2026-01-29 $81.50
2025 Q3 UNCHANGED 39 0% 0.00% $2K 2025-11-04 $58.69
2025 Q2 REDUCED 38.1% +20.3% 39 -24 -38.1% 0.00% $2K 2025-07-14 $49.78
2024 Q4 INITIATED 63 0.00% $4K 2025-02-12 $56.23

FAQ About Physician Wealth Advisors, Inc. and PDS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Physician Wealth Advisors, Inc. reported owning PDS?

Physician Wealth Advisors, Inc. reported PDS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported PDS position in Physician Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for PDS was 0.00% in 2024 Q4.

What is the latest reported PDS position on this page?

The most recent filing on this page is 2026 Q2, when Physician Wealth Advisors, Inc. reported 50 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this PDS ownership page compare?

The chart compares Physician Wealth Advisors, Inc.'s quarterly PDS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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