Physician Wealth Advisors, Inc. KOD KODIAK SCIENCES INC

Ownership history in Physician Wealth Advisors, Inc.  ·  5 quarters on record

AI Ownership Summary

Physician Wealth Advisors, Inc. reported KODIAK SCIENCES INC (KOD) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows KOD 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 KOD 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 KODIAK SCIENCES 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

KOD 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
2025 Q1 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 KOD — position size vs. price
% of Fund (quarterly)    KOD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 599 0% 0.00% $23K 2026-04-24 $44.84
2025 Q4 UNCHANGED 599 0% 0.00% $17K 2026-01-29 $25.43
2025 Q3 UNCHANGED 599 0% 0.00% $10K 2025-11-04 $18.10
2025 Q2 ADDED 599 +294 +96.4% 0.00% $2K 2025-07-14 $5.17
2025 Q1 INITIATED 305 0.00% $856 2025-04-28 $4.21

FAQ About Physician Wealth Advisors, Inc. and KOD

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 KOD?

Physician Wealth Advisors, Inc. reported KOD across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

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

What is the latest reported KOD position on this page?

The most recent filing on this page is 2026 Q1, when Physician Wealth Advisors, Inc. reported 599 shares, equal to 0.00% of portfolio, with an estimated market value of $23K.

What does the chart on this KOD ownership page compare?

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