Position in KEX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$951
+$21 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#449
of 464 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $5,730 across 6 Marine Shipping names. KEX ranks #3 (16.6% of the industry book) .
All Filings in KEX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $951 | 7 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $930 | 7 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $771 | 7 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $584 | 7 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||