Position in PDSB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$8,106
-$2,211 QoQ
Shares Held
13,399
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PDSB Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Wealth Group, Ltd. holds $249,416 across 1 Biotechnology name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
400 | $249,416 |
All Filings in PDSB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,106 | 13,399 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,317 | 13,399 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $17,820 | 13,399 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $18,324 | 15,399 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $25,100 | 15,399 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $58,824 | 15,399 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $45,119 | 15,399 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $60,980 | 15,399 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||