Position in CADL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,956,348
+$3,526,499 QoQ
Shares Held
772,461
-14.6% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#11
of 138 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CADL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Halter Ferguson Financial Inc. holds $15,785,407 across 2 Biotechnology names. CADL ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CADL |
Candel Therapeutics, Inc.
This page
|
772,461 | $7,956,348 | |
| 2 | ATAI |
AtaiBeckley Inc.
|
1,485,590 | $7,829,059 |
All Filings in CADL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,956,348 | 772,461 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,429,849 | 904,051 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,226,510 | 748,055 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,559,820 | 698,004 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,929,170 | 776,516 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,916,314 | 693,153 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,913,979 | 681,334 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,110,455 | 304,539 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||