SER β€” SERINA THERAPEUTICS INC

Ownership history in BROADWOOD CAPITAL INC  Β·  8 quarters on record

AI Ownership Summary

BROADWOOD CAPITAL INC reported SERINA THERAPEUTICS INC (SER) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.09% in 2024 Q1. The latest visible filing shows SER at 0.01% 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 SER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROADWOOD CAPITAL INC's position in SERINA THERAPEUTICS INC, 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
2025 Q4

SER was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 BROADWOOD CAPITAL INC held SER β€” position size vs. price
% of Fund (quarterly)    SER price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 54,484 -28,711 -34.5% 0.01% $104K 2026-02-14 (Est.) $1.83
2025 Q3 REDUCED 83,195 -2,024 -2.4% 0.03% $446K 2025-11-14 $4.09
2025 Q2 UNCHANGED 85,219 β€” 0% 0.03% $525K 2025-08-14 $5.50
2025 Q1 UNCHANGED 85,219 β€” 0% 0.04% $483K 2025-05-15 $5.64
2024 Q4 UNCHANGED 85,219 β€” 0% 0.03% $427K 2025-02-14 $5.09
2024 Q3 UNCHANGED 85,219 β€” 0% 0.04% $570K 2024-11-14 $5.00
2024 Q2 UNCHANGED 85,219 β€” 0% 0.06% $816K 2024-08-14 $6.84
2024 Q1 INITIATED 85,219 β€” β€” 0.09% $1.1M 2024-05-15 $8.83

🏒 Other funds also holding SER

As of 2026 Q1 β€” sorted by position size

Piscataqua Savings Bank 3Y 0.0% Pacifica Partners Inc. 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About BROADWOOD CAPITAL INC and SER

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

How long has BROADWOOD CAPITAL INC reported owning SER?

BROADWOOD CAPITAL INC reported SER across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SER position in BROADWOOD CAPITAL INC's portfolio?

The largest reported portfolio weight for SER was 0.09% in 2024 Q1.

What is the latest reported SER position on this page?

The most recent filing on this page is 2025 Q4, when BROADWOOD CAPITAL INC reported 54,484 shares, equal to 0.01% of portfolio, with an estimated market value of $104K.

What does the chart on this SER ownership page compare?

The chart compares BROADWOOD CAPITAL INC's quarterly SER 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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