Position in IVVD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$115,976
-$20,524 QoQ
Shares Held
133,000
+26.7% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#57
of 124 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVVD Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Miller Financial Services LLC holds $1,171,486 across 7 Biotechnology names. IVVD ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTMX |
CytomX Therapeutics, Inc.
|
85,000 | $318,750 | |
| 2 | RNAC |
Cartesian Therapeutics, Inc.
|
22,143 | $230,730 | |
| 3 | PTN |
Palatin Technologies Inc
|
15,000 | $161,850 | |
| 4 | NNVC |
Nanoviricides, Inc.
|
112,000 | $154,560 | |
| 5 | IVVD |
Invivyd, Inc.
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|
133,000 | $115,976 | |
| 6 | IRD |
Opus Genetics, Inc.
|
27,000 | $110,970 | |
| 7 | CTXR |
Citius Pharmaceuticals, Inc.
|
130,000 | $78,650 |
All Filings in IVVD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,976 | 133,000 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $136,500 | 105,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $125,970 | 51,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $40,700 | 37,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,160 | 24,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,310 | 22,000 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||