Position in IBRX
as of Sep 30, 2026
· filed Oct 2, 2026
Position Value
$4,720
+$343 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 8 holders
Holding Since
Mar 2026
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBRX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Sep 30, 2026GoalVest Advisory LLC holds $931,759 across 10 Biotechnology names. IBRX ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRDF |
Cardiff Oncology, Inc.
|
687,285 | $831,614 | |
| 2 | RPRX |
Royalty Pharma plc
|
534 | $31,164 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
27 | $20,473 | |
| 4 | CAPR |
Capricor Therapeutics, Inc.
|
2,100 | $19,887 | |
| 5 | JAZZ |
Jazz Pharmaceuticals plc
|
66 | $15,280 | |
| 6 | VKTX |
Viking Therapeutics, Inc.
|
200 | $6,520 | |
| 7 | IBRX |
ImmunityBio, Inc.
This page
|
500 | $4,720 | |
| 8 | OTLK |
Outlook Therapeutics, Inc.
|
3,000 | $1,720 |
All Filings in IBRX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $4,720 | 500 | Shares | Sole | 2026-10-02 | |
| 2026-06-30 | $4,377 | 500 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,835 | 500 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||