AXXCESS WEALTH MANAGEMENT, LLC
Position in NTLA — Intellia Therapeutics, Inc.
CIK 1911056
CARLSBAD, CA
Position in NTLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$384,202
+$93,099 QoQ
Shares Held
22,707
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#169
of 327 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in NTLA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $9,457,652 across 14 Biotechnology names. NTLA ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DYN |
Dyne Therapeutics, Inc.
|
155,270 | $3,448,546 | |
| 2 | ORKA |
Oruka Therapeutics, Inc.
|
14,515 | $1,381,392 | |
| 3 | ASND |
Ascendis Pharma A/S
|
3,842 | $1,024,738 | |
| 4 | CRSP |
CRISPR Therapeutics AG
|
14,114 | $769,777 | |
| 5 | SLS |
SELLAS Life Sciences Group, Inc.
|
41,373 | $610,665 | |
| 6 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,074 | $533,488 | |
| 7 | ARWR |
Arrowhead Pharmaceuticals, Inc.
|
6,269 | $510,986 | |
| 8 | NTLA |
Intellia Therapeutics, Inc.
This page
|
22,707 | $384,202 |
All Filings in NTLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,202 | 22,707 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $291,103 | 22,707 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $192,377 | 21,399 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $307,682 | 17,816 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $149,864 | 15,977 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $111,840 | 15,730 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $195,911 | 16,802 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $415,418 | 20,215 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $429,046 | 19,171 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $456,721 | 16,602 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $475,400 | 15,592 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $474,236 | 14,998 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $623,566 | 15,291 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $553,534 | 14,852 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $494,530 | 14,174 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,012,987 | 18,102 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $998,191 | 19,285 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,407,036 | 19,362 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $2,849,702 | 24,101 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||