Physician Wealth Advisors, Inc. AKRO β€” AKERO THERAPEUTICS INC

Ownership history in Physician Wealth Advisors, Inc.  Β·  2 quarters on record

AI Ownership Summary

Physician Wealth Advisors, Inc. reported AKERO THERAPEUTICS INC (AKRO) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows AKRO 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 AKRO 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 AKERO 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q3

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 AKRO β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED β€” β€” β€” 36 -8 -18.2% 0.00% $2K 2025-11-04 β€”
2025 Q2 INITIATED β€” β€” β€” 44 β€” β€” 0.00% $2K 2025-07-14 β€”

🏒 Other funds also holding AKRO

As of 2026 Q1 β€” sorted by position size

Nebula Research & Development LLC 3Y 0.07%

FAQ About Physician Wealth Advisors, Inc. and AKRO

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 AKRO?

Physician Wealth Advisors, Inc. reported AKRO across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

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

The largest reported portfolio weight for AKRO was 0.00% in 2025 Q2.

What is the latest reported AKRO position on this page?

The most recent filing on this page is 2025 Q3, when Physician Wealth Advisors, Inc. reported 36 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this AKRO ownership page compare?

The chart compares Physician Wealth Advisors, Inc.'s quarterly AKRO 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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