ACTION POINT FINANCIAL PLANNING, LLC
Position in ATAI — AtaiBeckley Inc.
CIK 2116119
GRAND RAPIDS, MI
Position in ATAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$162,589
New position
Shares Held
30,852
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#125
of 234 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Biotechnology
Healthcare · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $903,328 across 66 Biotechnology names. ATAI ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DFTX |
Definium Therapeutics, Inc.
|
7,483 | $352,000 | |
| 2 | ATAI |
AtaiBeckley Inc.
This page
|
30,852 | $162,589 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
84 | $41,714 | |
| 4 | VIR |
Vir Biotechnology, Inc.
|
2,860 | $29,143 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
46 | $28,675 | |
| 6 | CGON |
CG Oncology, Inc.
|
400 | $28,420 | |
| 7 | INCY |
Incyte Corp
|
237 | $26,862 | |
| 8 | RXRX |
Recursion Pharmaceuticals, Inc.
|
6,483 | $23,790 |
All Filings in ATAI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,589 | 30,852 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||