DIVERSIFY WEALTH MANAGEMENT, LLC
Position in BTAI — BioXcel Therapeutics, Inc.
CIK 2030780
SANDY, UT
Position in BTAI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$20,100
-$3,900 QoQ
Shares Held
15,000
0.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 40 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BTAI Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $12,592,869 across 6 Drug Manufacturers - Specialty & Generic names. BTAI ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
71,616 | $8,465,727 | |
| 2 | PBH |
Prestige Consumer Healthcare Inc.
|
31,566 | $1,870,916 | |
| 3 | TEVA |
Teva Pharmaceutical Industries Ltd
|
61,908 | $1,864,668 | |
| 4 | NBIX |
Neurocrine Biosciences Inc
|
1,597 | $210,388 | |
| 5 | HLN |
Haleon plc
|
16,091 | $161,070 | |
| 6 | BTAI |
BioXcel Therapeutics, Inc.
This page
|
15,000 | $20,100 |
All Filings in BTAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||