Cyndeo Wealth Partners, LLC
Position in CRSP — CRISPR Therapeutics AG
CIK 1950947
ST. PETERSBURG, FL
Position in CRSP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$380,580
+$108,337 QoQ
Shares Held
6,978
+21.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#29
of 109 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRSP Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Cyndeo Wealth Partners, LLC holds $5,325,846 across 6 Biotechnology names. CRSP ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRX |
Catalyst Pharmaceuticals, Inc.
|
118,444 | $3,722,694 | |
| 2 | NTLA |
Intellia Therapeutics, Inc.
|
25,430 | $430,275 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
676 | $421,513 | |
| 4 | CRSP |
CRISPR Therapeutics AG
This page
|
6,978 | $380,580 | |
| 5 | EYPT |
EyePoint, Inc.
|
24,190 | $345,917 | |
| 6 | HURA |
TuHURA Biosciences, Inc./NV
|
10,627 | $24,867 |
All Filings in CRSP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,580 | 6,978 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $272,243 | 5,723 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $295,237 | 5,630 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $258,591 | 3,990 | Shares | Sole | 2025-10-10 | |
| 2024-03-31 | $359,544 | 5,275 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $328,337 | 5,245 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||