RIA Advisory Group LLC KOD — KODIAK SCIENCES INC

Ownership history in RIA Advisory Group LLC  ·  13 quarters on record

AI Ownership Summary

RIA Advisory Group LLC reported KODIAK SCIENCES INC (KOD) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.77% in 2026 Q1. The latest visible filing shows KOD at 0.77% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KOD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RIA Advisory Group LLC'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 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% 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
2024 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.

KOD stock page RIA Advisory Group LLC fund profile RIA Advisory Group LLC full holdings
How RIA Advisory Group LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 84,672 -28,801 -25.4% 0.77% $3.2M 2026-04-24 $44.84
2025 Q4 ADDED — — — 113,473 +112,473 +11247.3% 0.76% $3.2M 2026-02-02 $24.11
2025 Q3 REDUCED 99.4% +76.0% ❌ 1,000 -164,534 -99.4% 0.00% $16K 2025-12-01 $21.94
2025 Q3 ADDED — — — 165,534 +2,069 +1.3% 0.69% $2.7M 2025-12-01 $21.94
2025 Q2 ADDED — — — 163,465 +62,989 +62.7% 0.18% $610K 2025-08-13 $8.62
2025 Q1 REDUCED 15.2% +32.7% ❌ 100,476 -18,070 -15.2% 0.09% $282K 2025-05-12 $4.13
2024 Q4 ADDED — — — 118,546 +45,289 +61.8% 0.40% $1.2M 2025-02-14 $5.26
2024 Q3 REDUCED 21.2% +282.0% ❌ 73,257 -19,674 -21.2% 0.07% $191K 2024-11-06 $4.76
2024 Q1 ADDED — — — 92,931 +82,666 +805.3% 0.20% $489K 2024-05-03 $3.77
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KOD

As of 2026 Q1 — sorted by position size

Boxer Capital Management, LLC 6.81% Squadron Capital Management LLC 5.31% BAKER BROS. ADVISORS LP 3Y 7Y 4.36% Ikarian Capital, LLC 3Y 3.92% SILVERARC CAPITAL MANAGEMENT, LLC 3Y 3.86% BOONE CAPITAL MANAGEMENT LLC 3Y 3.29% Board of Trustees of The Leland Stanford Junior University 3Y 7Y 3.11% BRAIDWELL LP 3Y 2.31% Resolute Capital Asset Partners LLC 3Y 2.01% DIADEMA PARTNERS LP 1.6%

FAQ About RIA Advisory Group LLC and KOD

These are the practical questions this page is built to answer before you even open the full history table.

How long has RIA Advisory Group LLC reported owning KOD?

RIA Advisory Group LLC reported KOD across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported KOD position in RIA Advisory Group LLC's portfolio?

The largest reported portfolio weight for KOD was 0.77% in 2026 Q1.

What is the latest reported KOD position on this page?

The most recent filing on this page is 2026 Q1, when RIA Advisory Group LLC reported 84,672 shares, equal to 0.77% of portfolio, with an estimated market value of $3.2M.

What does the chart on this KOD ownership page compare?

The chart compares RIA Advisory Group LLC'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.

How well did RIA Advisory Group LLC time their KOD position?

Based on 13F filing dates vs. subsequent KOD price moves, RIA Advisory Group LLC correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on KOD relative to SPY over the holding period was +44.9%.

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