CONSULTIVA WEALTH MANAGEMENT, CORP.

Position in MRNA — Moderna, Inc.

CIK 1845849 SAN JUAN, PR

Position in MRNA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$35,015

+$9,615 QoQ

Shares Held

500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#566

of 772 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CONSULTIVA WEALTH MANAGEMENT, CORP. holds $92,680 across 3 Biotechnology names. MRNA ranks #1 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRNA	Moderna, Inc. This page	500	$35,015
2	CRSP	CRISPR Therapeutics AG	600	$32,724
3	REGN	Regeneron Pharmaceuticals, Inc.	40	$24,941

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,015	500	0.0%	Shares	Sole	2026-08-13
2026-03-31	$25,400	500	0.0%	Shares	Sole	2026-05-13
2025-12-31	$14,745	500	0.0%	Shares	Sole	2026-02-17
2025-09-30	$12,915	500	0.0%	Shares	Sole	2025-11-14
2025-06-30	$13,795	500	0.0%	Shares	Sole	2025-08-13
2025-03-31	$14,175	500	+5.3%	Shares	Sole	2025-05-14
2024-09-30	$31,744	475	0.0%	Shares	Sole	2024-11-14
2024-06-30	$56,406	475	0.0%	Shares	Sole	2024-08-14
2024-03-31	$50,616	475	0.0%	Shares	Sole	2024-05-16
2023-09-30	$49,062	475	0.0%	Shares	Sole	2023-11-15
2023-06-30	$57,712	475	0.0%	Shares	Sole	2023-08-15
2023-03-31	$72,950	475	0.0%	Shares	Sole	2023-05-16
2022-12-31	$85,319	475	0.0%	Shares	Sole	2023-02-13
2022-09-30	$56,168	475	0.0%	Shares	Sole	2022-11-15
2022-06-30	$67,853	475	0.0%	Shares	Sole	2022-08-15
2022-03-31	$81,823	475	0.0%	Shares	Sole	2022-05-17
2021-12-31	$120,640	475	0.0%	Shares	Sole	2022-02-14
2021-09-30	$182,808	475	0.0%	Shares	Sole	2021-11-16
2021-03-31	$62,201	475	0.0%	Shares	Sole	2021-05-17
2020-12-31	$49,623	475	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.