Position in MRNA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,706
+$4,038 QoQ
Shares Held
210
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#600
of 772 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRNA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Center for Financial Planning, Inc. holds $31,192 across 7 Biotechnology names. MRNA ranks #1 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRNA |
Moderna, Inc.
This page
|
210 | $14,706 | |
| 2 | ADMA |
Adma Biologics, Inc.
|
1,500 | $12,555 | |
| 3 | BEAM |
Beam Therapeutics Inc.
|
50 | $1,716 | |
| 4 | MNKD |
Mannkind Corp
|
354 | $1,508 | |
| 5 | CRSP |
CRISPR Therapeutics AG
|
10 | $545 | |
| 6 | EDIT |
Editas Medicine, Inc.
|
50 | $162 | |
| 7 | IBO |
Impact Biomedical Inc.
|
0 | $0 |
All Filings in MRNA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,706 | 210 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,668 | 210 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,192 | 210 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,424 | 210 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,793 | 210 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,953 | 210 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $41,081 | 988 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $66,028 | 988 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $117,325 | 988 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $105,281 | 988 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $28,641 | 288 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $29,747 | 288 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $34,992 | 288 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $44,231 | 288 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $51,730 | 288 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $34,056 | 288 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $41,140 | 288 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $49,610 | 288 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $73,146 | 288 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $110,839 | 288 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $67,674 | 288 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $65,344 | 499 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $48,683 | 466 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $20,376 | 288 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $15,089 | 235 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,347 | 45 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||