Modern Wealth Management, LLC
Position in CRBU — Caribou Biosciences, Inc.
CIK 2001900
KANSAS CITY, MO
Position in CRBU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$28,500
+$4,650 QoQ
Shares Held
15,000
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 137 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRBU Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Modern Wealth Management, LLC holds $1,105,113 across 4 Biotechnology names. CRBU ranks #4 (2.6% of the industry book) .
All Filings in CRBU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,500 | 15,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,850 | 15,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,300 | 10,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,600 | 10,000 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $9,130 | 10,000 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||