Position in IBRX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$724,406
+$107,570 QoQ
Shares Held
82,742
+2.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#130
of 401 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBRX Over Time
Shares Held
Position Value (USD)
Derivatives in IBRX
reported options exposure · as of Jun 30, 2026CallValue
$26,265
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Jun 30, 2026Retirement Planning Group, LLC holds $1,557,950 across 6 Biotechnology names. IBRX ranks #1 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBRX |
ImmunityBio, Inc.
This page
|
82,742 | $724,406 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
970 | $481,828 | |
| 3 | CRSP |
CRISPR Therapeutics AG
|
3,720 | $202,888 | |
| 4 | ELDN |
Eledon Pharmaceuticals, Inc.
|
30,001 | $118,203 | |
| 5 | OCGN |
Ocugen, Inc.
|
12,500 | $19,125 | |
| 6 | CGTX |
Cognition Therapeutics Inc
|
10,000 | $11,500 |
All Filings in IBRX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,265 | 3,000 | Call | Sole | 2026-08-05 | |
| 2026-06-30 | $724,406 | 82,742 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $616,836 | 80,422 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||