Position in IVVD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,137
-$9,885 QoQ
Shares Held
23,094
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 124 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVVD Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $20,137 across 1 Biotechnology name. IVVD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVVD |
Invivyd, Inc.
This page
|
23,094 | $20,137 |
All Filings in IVVD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,137 | 23,094 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $30,022 | 23,094 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $57,042 | 23,094 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,403 | 23,094 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,512 | 23,094 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,971 | 23,094 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||