Cyndeo Wealth Partners, LLC
Position in NTLA — Intellia Therapeutics, Inc.
CIK 1950947
ST. PETERSBURG, FL
Position in NTLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$430,275
+$134,672 QoQ
Shares Held
25,430
+10.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#11
of 50 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NTLA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Cyndeo Wealth Partners, LLC holds $5,325,846 across 6 Biotechnology names. NTLA ranks #2 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRX |
Catalyst Pharmaceuticals, Inc.
|
118,444 | $3,722,694 | |
| 2 | NTLA |
Intellia Therapeutics, Inc.
This page
|
25,430 | $430,275 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
676 | $421,513 | |
| 4 | CRSP |
CRISPR Therapeutics AG
|
6,978 | $380,580 | |
| 5 | EYPT |
EyePoint, Inc.
|
24,190 | $345,917 | |
| 6 | HURA |
TuHURA Biosciences, Inc./NV
|
10,627 | $24,867 |
All Filings in NTLA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,275 | 25,430 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $295,603 | 23,058 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $227,267 | 25,280 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $202,231 | 11,710 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $100,506 | 10,715 | Shares | Sole | 2025-07-24 | |
| 2024-03-31 | $226,242 | 8,224 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $251,115 | 8,236 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $228,802 | 7,236 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $278,935 | 6,840 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $205,059 | 5,502 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||