DIVERSIFY WEALTH MANAGEMENT, LLC

Position in HALO — Halozyme Therapeutics, Inc.

CIK 2030780 SANDY, UT

Position in HALO

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$2,036,103

+$613,853 QoQ

Shares Held

31,504

+49.1% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.06983240223463687.ToString("F0")% Shared 0.ToString("F0")% None 99.93016759776536.ToString("F0")%

Healthcare · as of Mar 31, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $21,079,655 across 12 Biotechnology names. HALO ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRTX	Vertex Pharmaceuticals Inc / Ma	22,232	$9,927,477
2	ASND	Ascendis Pharma A/S	10,675	$2,441,692
3	HALO	Halozyme Therapeutics, Inc. This page	31,504	$2,036,103
4	ABVX	Abivax S.A.	17,736	$1,974,903
5	ARGX	Argenx SE	1,884	$1,375,791
6	DBVT	DBV Technologies S.A.	63,672	$1,330,108
7	GMAB	Genmab A/S	46,564	$1,249,312
8	INSM	INSMED Inc	1,704	$278,638

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,036,103	31,504	+49.1%	Shares	Sole	2026-05-01
2025-12-31	$1,422,250	21,133	+7.0%	Shares	Sole	2026-02-03
2025-09-30	$1,448,465	19,750	+3.8%	Shares	Sole	2025-11-12
2025-06-30	$989,836	19,028	+10.0%	Shares	Sole	2025-08-14
2025-03-31	$1,103,593	17,295	+11.8%	Shares	Sole	2025-05-01
2024-12-31	$739,333	15,464	+63.8%	Shares	Sole	2025-01-16
2024-09-30	$540,288	9,439	+28.8%	Shares	Sole	2024-10-25
2024-06-30	$383,851	7,331	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.