Position in IVA
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$27
New position
Shares Held
5
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Biotechnology
Healthcare · as of Mar 31, 2026Western Wealth Management, LLC holds $2,047,390 across 53 Biotechnology names. IVA ranks #50 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,631 | $728,306 | |
| 2 | AUPH |
Aurinia Pharmaceuticals Inc.
|
20,317 | $301,097 | |
| 3 | HALO |
Halozyme Therapeutics, Inc.
|
3,545 | $229,112 | |
| 4 | DAWN |
Day One Biopharmaceuticals, Inc.
|
8,005 | $171,627 | |
| 5 | VKTX |
Viking Therapeutics, Inc.
|
3,115 | $101,362 | |
| 6 | CRSP |
CRISPR Therapeutics AG
|
1,967 | $93,570 | |
| 7 | STOK |
Stoke Therapeutics, Inc.
|
1,700 | $55,352 | |
| 8 | CYTK |
Cytokinetics Inc
|
800 | $52,728 |
All Filings in IVA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27 | 5 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||