Position in IBRX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$119,505
+$14,810 QoQ
Shares Held
13,650
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#62
of 122 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBRX Over Time
Shares Held
Position Value (USD)
Derivatives in IBRX
reported options exposure · as of Jun 30, 2026CallValue
$8,755
CallShares
1,000
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, 2026WealthPlan Investment Management, LLC holds $1,236,031 across 3 Biotechnology names. IBRX ranks #3 (9.7% of the industry book) .
All Filings in IBRX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,755 | 1,000 | Call | Sole | 2026-07-28 | |
| 2026-06-30 | $119,505 | 13,650 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,670 | 1,000 | Call | Sole | 2026-04-29 | |
| 2026-03-31 | $104,695 | 13,650 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $27,027 | 13,650 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||