Position in CBUS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$54,964
-$24,473 QoQ
Shares Held
40,120
0.0% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 62 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBUS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $3,874,293 across 11 Biotechnology names. CBUS ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
2,403 | $1,193,642 | |
| 2 | IBRX |
ImmunityBio, Inc.
|
113,000 | $989,315 | |
| 3 | INSM |
INSMED Inc
|
3,908 | $416,670 | |
| 4 | DNLI |
Denali Therapeutics Inc.
|
12,813 | $329,550 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
414 | $258,145 | |
| 6 | IONS |
Ionis Pharmaceuticals Inc
|
2,897 | $229,703 | |
| 7 | IOVA |
Iovance Biotherapeutics, Inc.
|
51,000 | $212,160 | |
| 8 | OMER |
Omeros Corp
|
11,369 | $108,119 |
All Filings in CBUS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,964 | 40,120 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $79,437 | 40,120 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $17,400 | 10,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,900 | 10,000 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $13,800 | 10,000 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $18,700 | 10,000 | Shares | Sole | 2026-08-28 | |
| 2024-12-31 | $27,800 | 10,000 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $45,640 | 14,000 | Shares | Sole | 2024-12-13 | |
| No filing history on record for this holder in this stock. | ||||||