Physician Wealth Advisors, Inc. ANNX β€” ANNEXON INC

Ownership history in Physician Wealth Advisors, Inc.  Β·  4 quarters on record

AI Ownership Summary

Physician Wealth Advisors, Inc. reported ANNEXON INC (ANNX) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows ANNX 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 ANNX 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 ANNEXON 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
2026 Q1

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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 Q1

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 ANNX β€” position size vs. price
% of Fund (quarterly)    ANNX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 269 β€” 0% 0.00% $1K 2026-04-24 $5.88
2025 Q4 UNCHANGED β€” β€” β€” 269 β€” 0% 0.00% $1K 2026-01-29 $6.52
2025 Q3 ADDED β€” β€” β€” 269 +136 +102.3% 0.00% $821 2025-11-04 $3.08
2024 Q4 INITIATED β€” β€” β€” 133 β€” β€” 0.00% $683 2025-02-12 $3.00

FAQ About Physician Wealth Advisors, Inc. and ANNX

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 ANNX?

Physician Wealth Advisors, Inc. reported ANNX across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for ANNX was 0.00% in 2026 Q1.

What is the latest reported ANNX position on this page?

The most recent filing on this page is 2026 Q1, when Physician Wealth Advisors, Inc. reported 269 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this ANNX ownership page compare?

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