Position in ABSI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$437,376
-$71,438 QoQ
Shares Held
145,792
0.0% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ABSI Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Institute for Wealth Management, LLC. holds $8,961,241 across 5 Biotechnology names. ABSI ranks #5 (4.9% of the industry book) .
All Filings in ABSI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $437,376 | 145,792 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $508,814 | 145,792 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $443,207 | 145,792 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $374,685 | 145,792 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $365,937 | 145,792 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,218,928 | 465,240 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,876,567 | 491,248 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,573,578 | 510,902 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,379,575 | 242,883 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,020,108 | 242,883 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $320,605 | 242,883 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $369,182 | 242,883 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $424,957 | 242,833 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $509,949 | 242,833 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $760,067 | 242,833 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $806,205 | 242,833 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,047,082 | 242,833 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||