Position in BHVN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,020,988
+$2,178,598 QoQ
Shares Held
337,432
+0.4% QoQ
Ownership
0.223%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#60
of 295 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHVN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026QTR Family Wealth, LLC holds $6,285,506 across 5 Biotechnology names. BHVN ranks #1 (79.9% of the industry book) .
All Filings in BHVN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,020,988 | 337,432 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,842,390 | 335,980 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,780,264 | 334,833 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,987,642 | 332,288 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,686,594 | 332,147 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,986,616 | 332,222 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||