Position in ALT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$226,480
-$9,140 QoQ
Shares Held
74,500
-2.6% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#85
of 210 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALT Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $4,150,999 across 11 Biotechnology names. ALT ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DFTX |
Definium Therapeutics, Inc.
|
31,444 | $1,479,125 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,393 | $691,944 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
740 | $461,419 | |
| 4 | TGTX |
Tg Therapeutics, Inc.
|
6,384 | $350,736 | |
| 5 | KRYS |
Krystal Biotech, Inc.
|
926 | $344,166 | |
| 6 | ALT |
Altimmune, Inc.
This page
|
74,500 | $226,480 | |
| 7 | ROIV |
Roivant Sciences Ltd.
|
5,792 | $204,978 | |
| 8 | NUVB |
Nuvation Bio Inc.
|
34,660 | $196,868 |
All Filings in ALT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,480 | 74,500 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $235,620 | 76,500 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $129,960 | 36,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $58,058 | 15,400 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $40,248 | 10,400 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||