Position in ADIL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2
+$1 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 17 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADIL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Abound Wealth Management holds $374,013 across 22 Biotechnology names. ADIL ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TGTX |
Tg Therapeutics, Inc.
|
3,506 | $192,619 | |
| 2 | TECH |
BIO-TECHNE Corp
|
1,192 | $84,214 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
51 | $31,800 | |
| 4 | ARGX |
Argenx SE
|
32 | $29,688 | |
| 5 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
50 | $24,836 | |
| 6 | CRSP |
CRISPR Therapeutics AG
|
225 | $6,817 | |
| 7 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
4 | $1,204 | |
| 8 | RVMD |
Revolution Medicines, Inc.
|
2 | $374 |
All Filings in ADIL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2 | 1 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1 | 1 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5 | 27 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $9 | 27 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $8 | 27 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $17 | 27 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $27 | 27 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $27 | 27 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $31 | 27 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $35 | 27 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $50 | 27 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $75 | 27 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||