INDEPENDENT FINANCIAL GROUP, LLC
Position in HALO — Halozyme Therapeutics, Inc.
CIK 275484
SAN DIEGO, CA
Position in HALO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$458,427
+$142,904 QoQ
Shares Held
5,857
+20.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#30
of 62 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $5,426,584 across 14 Biotechnology names. HALO ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARWR |
Arrowhead Pharmaceuticals, Inc.
|
14,410 | $1,174,559 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,089 | $679,035 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,345 | $668,101 | |
| 4 | HALO |
Halozyme Therapeutics, Inc.
This page
|
5,857 | $458,427 | |
| 5 | CTNM |
Contineum Therapeutics, Inc.
|
27,021 | $442,874 | |
| 6 | EXEL |
Exelixis, Inc.
|
6,871 | $373,851 | |
| 7 | SLS |
SELLAS Life Sciences Group, Inc.
|
23,250 | $343,170 | |
| 8 | CRSP |
CRISPR Therapeutics AG
|
6,062 | $330,621 |
All Filings in HALO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,427 | 5,857 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $315,523 | 4,882 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $319,607 | 4,749 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $328,709 | 4,482 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $216,351 | 4,159 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $264,620 | 4,147 | Shares | Sole | 2026-05-19 | |
| 2024-09-30 | $219,458 | 3,834 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||