Position in ATAI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,540
New position
Shares Held
2,000
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#195
of 234 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Biotechnology
Healthcare · as of Jun 30, 2026Planning Strategies Inc. holds $57,417 across 22 Biotechnology names. ATAI ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
45 | $22,352 | |
| 2 | ATAI |
AtaiBeckley Inc.
This page
|
2,000 | $10,540 | |
| 3 | FDMT |
4D Molecular Therapeutics, Inc.
|
502 | $6,676 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
6 | $3,741 | |
| 5 | VKTX |
Viking Therapeutics, Inc.
|
94 | $3,666 | |
| 6 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
8 | $2,408 | |
| 7 | IBRX |
ImmunityBio, Inc.
|
100 | $875 | |
| 8 | RPRX |
Royalty Pharma plc
|
15 | $841 |
All Filings in ATAI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,540 | 2,000 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||