Position in CVKD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,171
+$1,154 QoQ
Shares Held
650
+333.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 18 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVKD Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Clearstead Advisors, LLC holds $25,889,505 across 201 Biotechnology names. CVKD ranks #77 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIR |
Vir Biotechnology, Inc.
|
608,234 | $6,197,904 | |
| 2 | TWST |
Twist Bioscience Corp
|
37,624 | $3,870,757 | |
| 3 | IBRX |
ImmunityBio, Inc.
|
341,711 | $2,991,679 | |
| 4 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
4,510 | $2,240,252 | |
| 5 | BEAM |
Beam Therapeutics Inc.
|
60,620 | $2,080,478 | |
| 6 | NAUT |
Nautilus Biotechnology, Inc.
|
892,787 | $1,669,511 | |
| 7 | SRRK |
Scholar Rock Holding Corp
|
13,058 | $718,190 | |
| 8 | RVMD |
Revolution Medicines, Inc.
|
3,813 | $714,098 |
All Filings in CVKD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,171 | 650 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,017 | 150 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,074 | 150 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||