HERITAGE OAK WEALTH ADVISORS LLC

Position in MRNA — Moderna, Inc.

CIK 2035533 SANTA ROSA BEACH, FL

Position in MRNA

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$428,093

New position

Shares Held

6,113

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#395

of 772 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

HERITAGE OAK WEALTH ADVISORS LLC holds $1,046,393 across 3 Biotechnology names. MRNA ranks #2 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABCL	AbCellera Biologics Inc.	64,000	$502,400
2	MRNA	Moderna, Inc. This page	6,113	$428,093
3	ABSI	Absci Corp	10,000	$115,900

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$428,093	6,113	—	Shares	Sole	2026-07-23
No filing history on record for this holder in this stock.