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Equibles

DIVERSIFY WEALTH MANAGEMENT, LLC

Position in HALO — Halozyme Therapeutics, Inc.

CIK 2030780 SANDY, UT
Back to HALO Full portfolio

Position in HALO

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$2,659,301
+$623,198 QoQ
Shares Held
33,976
+7.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#212
of 667 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in HALO Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $27,989,725 across 15 Biotechnology names. HALO ranks #4 (9.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VRTX
Vertex Pharmaceuticals Inc / Ma
 22,168 $11,011,510
2 ASND
Ascendis Pharma A/S
 11,181 $2,982,196
3 ABVX
Abivax S.A.
 20,817 $2,774,073
4 HALO
Halozyme Therapeutics, Inc.
This page 		33,976 $2,659,301
5 LGND
Ligand Pharmaceuticals Inc
 7,956 $2,514,812
6 ARGX
Argenx SE
 2,197 $2,038,310
7 DBVT
DBV Technologies S.A.
 89,692 $1,470,948
8 REGN
Regeneron Pharmaceuticals, Inc.
 1,211 $755,106

All Filings in HALO

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,659,301 33,976
2026-03-31 $2,036,103 31,504
2025-12-31 $1,422,250 21,133
2025-09-30 $1,448,465 19,750
2025-06-30 $989,836 19,028
2025-03-31 $1,103,593 17,295
2024-12-31 $739,333 15,464
2024-09-30 $540,288 9,439
2024-06-30 $383,851 7,331