Independent Advisor Alliance
Position in KLRS — Kalaris Therapeutics, Inc.
CIK 1696899
CHARLOTTE, NC
Position in KLRS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$73,768
-$8,339 QoQ
Shares Held
18,125
+27.4% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 57 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KLRS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Independent Advisor Alliance holds $7,993,707 across 26 Biotechnology names. KLRS ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABSI |
Absci Corp
|
153,855 | $1,783,179 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
2,935 | $1,457,902 | |
| 3 | ARQT |
Arcutis Biotherapeutics, Inc.
|
25,436 | $666,931 | |
| 4 | INCY |
Incyte Corp
|
5,512 | $624,840 | |
| 5 | CRSP |
CRISPR Therapeutics AG
|
8,844 | $482,350 | |
| 6 | REGN |
Regeneron Pharmaceuticals, Inc.
|
753 | $469,525 | |
| 7 | HELP |
Cybin Inc.
|
69,933 | $462,257 | |
| 8 | RVMD |
Revolution Medicines, Inc.
|
1,679 | $314,442 |
All Filings in KLRS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,768 | 18,125 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $82,107 | 14,230 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||