Position in NVAX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,710
+$640 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#211
of 263 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVAX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $4,912,100 across 16 Biotechnology names. NVAX ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
9,295 | $4,617,105 | |
| 2 | DYN |
Dyne Therapeutics, Inc.
|
4,250 | $94,392 | |
| 3 | TVTX |
Travere Therapeutics, Inc.
|
1,600 | $90,896 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
100 | $62,354 | |
| 5 | HALO |
Halozyme Therapeutics, Inc.
|
160 | $12,523 | |
| 6 | ARQT |
Arcutis Biotherapeutics, Inc.
|
300 | $7,866 | |
| 7 | AUPH |
Aurinia Pharmaceuticals Inc.
|
400 | $6,788 | |
| 8 | NVAX |
Novavax Inc
This page
|
500 | $4,710 |
All Filings in NVAX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,710 | 500 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,070 | 500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,016 | 300 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,601 | 300 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||