Position in CRBU
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,444
-$353 QoQ
Shares Held
2,525
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#116
of 135 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRBU Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $4,990 across 2 Biotechnology names. CRBU ranks #1 (89.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRBU |
Caribou Biosciences, Inc.
This page
|
2,525 | $4,444 | |
| 2 | NVAX |
Novavax Inc
|
58 | $546 |
All Filings in CRBU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,444 | 2,525 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,797 | 2,525 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,014 | 2,525 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||