DIVERSIFY WEALTH MANAGEMENT, LLC
Position in BTAI — BioXcel Therapeutics, Inc.
CIK 2030780
SANDY, UT
Position in BTAI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$21,150
+$1,050 QoQ
Shares Held
15,000
0.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 46 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTAI Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $4,800,771 across 8 Drug Manufacturers - Specialty & Generic names. BTAI ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEVA |
Teva Pharmaceutical Industries Ltd
|
70,713 | $2,395,756 | |
| 2 | ZTS |
Zoetis Inc.
|
12,806 | $920,239 | |
| 3 | NBIX |
Neurocrine Biosciences Inc
|
2,506 | $422,361 | |
| 4 | AMRX |
Amneal Pharmaceuticals, Inc.
|
17,746 | $307,183 | |
| 5 | TRLV |
Trulieve Cannabis Corp.
|
27,096 | $266,353 | |
| 6 | PBH |
Prestige Consumer Healthcare Inc.
|
5,491 | $259,559 | |
| 7 | HLN |
Haleon plc
|
22,312 | $208,170 | |
| 8 | BTAI |
BioXcel Therapeutics, Inc.
This page
|
15,000 | $21,150 |
All Filings in BTAI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,150 | 15,000 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $20,100 | 15,000 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $24,000 | 15,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $38,400 | 15,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,150 | 15,000 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $14,960 | 40,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $24,400 | 40,000 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $51,200 | 40,000 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||