Position in IBRX
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$907,744
+$723,604 QoQ
Shares Held
118,350
+27.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBRX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026WEALTH EFFECTS LLC holds $11,242,442 across 8 Biotechnology names. IBRX ranks #2 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARWR |
Arrowhead Pharmaceuticals, Inc.
|
143,300 | $8,984,910 | |
| 2 | IBRX |
ImmunityBio, Inc.
This page
|
118,350 | $907,744 | |
| 3 | ALT |
Altimmune, Inc.
|
131,950 | $406,406 | |
| 4 | TGTX |
Tg Therapeutics, Inc.
|
12,000 | $398,640 | |
| 5 | BEAM |
Beam Therapeutics Inc.
|
10,100 | $240,683 | |
| 6 | GLUE |
Monte Rosa Therapeutics, Inc.
|
10,099 | $166,128 | |
| 7 | HUMA |
Humacyte, Inc.
|
204,500 | $124,131 | |
| 8 | AUTL |
Autolus Therapeutics plc
|
10,000 | $13,800 |
All Filings in IBRX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $907,744 | 118,350 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $184,140 | 93,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $281,670 | 114,500 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $322,080 | 122,000 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $296,485 | 98,500 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $188,672 | 73,700 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $336,660 | 90,500 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $553,000 | 87,500 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $351,735 | 65,500 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $298,690 | 59,500 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $90,415 | 53,500 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $197,380 | 71,000 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $51,870 | 28,500 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $144,495 | 28,500 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $141,645 | 28,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $59,520 | 16,000 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $61,710 | 11,000 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||