Back to LKFN
Physician Wealth Advisors, Inc. → LKFN
Physician Wealth Advisors, Inc. LKFN Position History
Lakeland Financial Corporation
Quarters held
5
Latest value
$5K
Q3 2026
Peak value
$5K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5K |
| Q4 2025 | $5K |
| Q1 2026 | $5K |
| Q2 2026 | $5K |
| Q3 2026 | $5K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5K | 79 | — | — |
| Q2 2026 | $5K | 79 | — | — |
| Q1 2026 | $5K | 79 | — | — |
| Q4 2025 | $5K | 88 | — | — |
| Q3 2025 | $5K | 79 | — | — |
Other funds holding LKFN
$170.5M
$134.3M
$134.3M
$123.9M
$123.9M
$120.9M
$120.9M
$120.9M