Position in IMKTA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$531
-$547 QoQ
Shares Held
6
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#232
of 236 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IMKTA Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $54,975 across 7 Grocery Stores names. IMKTA ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
754 | $41,869 | |
| 2 | ACI |
Albertsons Companies, Inc.
|
332 | $4,491 | |
| 3 | SFM |
Sprouts Farmers Market, Inc.
|
52 | $4,398 | |
| 4 | WMK |
Weis Markets Inc
|
34 | $2,662 | |
| 5 | IMKTA |
Ingles Markets Inc
This page
|
6 | $531 | |
| 6 | GO |
Grocery Outlet Holding Corp.
|
52 | $518 | |
| 7 | VLGEA |
Village Super Market Inc
|
12 | $506 |
All Filings in IMKTA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531 | 6 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,078 | 12 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $822 | 12 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $834 | 12 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||