Physician Wealth Advisors, Inc. YRD YIREN DIGITAL LTD

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

AI Ownership Summary

Physician Wealth Advisors, Inc. reported YIREN DIGITAL LTD (YRD) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows YRD 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 YRD 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 YIREN DIGITAL LTD, 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

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

High-water mark
Peak Conviction
0.0% in 2025 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 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 YRD — position size vs. price
% of Fund (quarterly)    YRD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 141 0% 0.00% $837 2025-11-04 $5.42
2025 Q2 UNCHANGED 141 0% 0.00% $828 2025-07-14 $5.99
2025 Q1 UNCHANGED 141 0% 0.00% $971 2025-04-28 $6.32
2024 Q4 INITIATED 141 0.00% $677 2025-02-12 $6.20

FAQ About Physician Wealth Advisors, Inc. and YRD

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 YRD?

Physician Wealth Advisors, Inc. reported YRD across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

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

The largest reported portfolio weight for YRD was 0.00% in 2025 Q1.

What is the latest reported YRD position on this page?

The most recent filing on this page is 2025 Q3, when Physician Wealth Advisors, Inc. reported 141 shares, equal to 0.00% of portfolio, with an estimated market value of $837.

What does the chart on this YRD ownership page compare?

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