Institute for Wealth Management, LLC.

Position in REGN — Regeneron Pharmaceuticals, Inc.

CIK 1533954 DENVER, CO

Position in REGN

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$475,946

+$475 QoQ

Shares Held

616

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

Institute for Wealth Management, LLC. holds $8,961,241 across 5 Biotechnology names. REGN ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VKTX	Viking Therapeutics, Inc.	108,703	$3,537,195
2	IMMX	Immix Biopharma, Inc.	337,552	$3,075,098
3	VRTX	Vertex Pharmaceuticals Inc / Ma	3,215	$1,435,626
4	REGN	Regeneron Pharmaceuticals, Inc. This page	616	$475,946
5	ABSI	Absci Corp	145,792	$437,376

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$475,946	616	0.0%	Shares	Sole	2026-05-14
2025-12-31	$475,471	616	-21.4%	Shares	Sole	2026-01-27
2025-09-30	$440,819	784	-1.9%	Shares	Sole	2025-10-17
2025-06-30	$419,475	799	-5.9%	Shares	Sole	2025-07-18
2025-03-31	$538,461	849	0.0%	Shares	Sole	2025-04-21
2024-12-31	$604,768	849	-0.1%	Shares	Sole	2025-01-23
2024-09-30	$893,554	850	-3.1%	Shares	Sole	2024-11-12
2024-06-30	$921,753	877	-3.3%	Shares	Sole	2024-07-25
2024-03-31	$872,978	907	+0.1%	Shares	Sole	2024-04-30
2023-12-31	$795,730	906	-1.1%	Shares	Sole	2024-01-31
2023-09-30	$753,831	916	-0.5%	Shares	Sole	2023-10-13
2023-06-30	$661,775	921	-6.8%	Shares	Sole	2023-07-25
2023-03-31	$811,809	988	-2.1%	Shares	Sole	2023-04-20
2022-12-31	$727,983	1,009	-2.9%	Shares	Sole	2023-02-02
2022-09-30	$715,735	1,039	-1.9%	Shares	Sole	2022-10-18
2022-06-30	$626,006	1,059	0.0%	Shares	Sole	2022-07-25
2022-03-31	$739,626	1,059	-1.0%	Shares	Sole	2022-04-29
2021-12-31	$675,726	1,070	0.0%	Shares	Sole	2022-01-21
2021-09-30	$647,542	1,070	-1.1%	Shares	Sole	2021-11-15
2021-06-30	$604,340	1,082	-3.0%	Shares	Sole	2021-07-21
2021-03-31	$528,024	1,116	+0.7%	Shares	Sole	2021-05-04
2020-12-31	$535,285	1,108	+9.4%	Shares	Sole	2021-02-01
2020-09-30	$567,057	1,013	+3.2%	Shares	Sole	2020-11-03
2020-06-30	$612,424	982	-1.0%	Shares	Sole	2020-07-30
2020-03-31	$484,383	992	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.