Position in INO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$870
+$0 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in INO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Clearstead Advisors, LLC holds $49,363,406 across 77 Biotechnology names. INO ranks #55 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNLI |
Denali Therapeutics Inc.
|
737,990 | $14,169,408 | |
| 2 | VIR |
Vir Biotechnology, Inc.
|
1,216,400 | $10,898,944 | |
| 3 | NAUT |
Nautilus Biotechnology, Inc.
|
2,329,784 | $9,039,561 | |
| 4 | BEAM |
Beam Therapeutics Inc.
|
121,230 | $2,888,910 | |
| 5 | IBRX |
ImmunityBio, Inc.
|
345,700 | $2,651,519 | |
| 6 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
3,427 | $1,530,292 | |
| 7 | SRRK |
Scholar Rock Holding Corp
|
26,074 | $1,281,797 | |
| 8 | SANA |
Sana Biotechnology, Inc.
|
336,781 | $969,929 |
All Filings in INO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $870 | 500 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $870 | 500 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,170 | 500 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,020 | 500 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $815 | 500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $915 | 500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,179 | 550 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,444 | 550 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||