Position in IBRX
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$330,577
+$290,977 QoQ
Shares Held
43,100
+115.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBRX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Xcel Wealth Management, LLC holds $1,106,122 across 2 Biotechnology names. IBRX ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KURA |
Kura Oncology, Inc.
|
95,393 | $775,545 | |
| 2 | IBRX |
ImmunityBio, Inc.
This page
|
43,100 | $330,577 |
All Filings in IBRX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $330,577 | 43,100 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $39,600 | 20,000 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||