Position in ATRA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$321
+$189 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 36 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATRA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026PlanVest Financial, Inc holds $18,520 across 7 Biotechnology names. ATRA ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GERN |
Geron Corp
|
12,873 | $16,477 | |
| 2 | VERU |
Veru Inc.
|
174 | $544 | |
| 3 | VKTX |
Viking Therapeutics, Inc.
|
12 | $468 | |
| 4 | LTRN |
Lantern Pharma Inc.
|
100 | $417 | |
| 5 | ATRA |
Atara Biotherapeutics, Inc.
This page
|
28 | $321 | |
| 6 | LPCN |
Lipocine Inc.
|
111 | $284 | |
| 7 | KPTI |
Karyopharm Therapeutics Inc.
|
1 | $9 |
All Filings in ATRA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321 | 28 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $132 | 28 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||