Edge Wealth Management LLC

Position in ROIV — Roivant Sciences Ltd.

CIK 1567163 NEW YORK, NY

Position in ROIV

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,193,168

+$693,853 QoQ

Shares Held

90,228

0.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#174

of 497 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Edge Wealth Management LLC holds $3,467,868 across 2 Biotechnology names. ROIV ranks #1 (92.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ROIV	Roivant Sciences Ltd. This page	90,228	$3,193,168
2	TGTX	Tg Therapeutics, Inc.	5,000	$274,700

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,193,168	90,228	0.0%	Shares	Sole	2026-07-09
2026-03-31	$2,499,315	90,228	0.0%	Shares	Sole	2026-04-21
2025-12-31	$1,957,947	90,228	0.0%	Shares	Sole	2026-01-12
2025-09-30	$1,365,149	90,228	0.0%	Shares	Sole	2025-10-14
2025-06-30	$1,016,869	90,228	0.0%	Shares	Sole	2025-07-14
2025-03-31	$910,400	90,228	0.0%	Shares	Sole	2025-04-11
2024-12-31	$1,067,397	90,228	0.0%	Shares	Sole	2025-01-15
2024-09-30	$1,041,231	90,228	0.0%	Shares	Sole	2024-10-15
2024-06-30	$953,709	90,228	0.0%	Shares	Sole	2024-07-12
2024-03-31	$951,003	90,228	-9.3%	Shares	Sole	2024-04-16
2023-12-31	$1,117,699	99,528	-26.0%	Shares	Sole	2024-01-11
2023-09-30	$1,571,287	134,528	-23.4%	Shares	Sole	2023-10-13
2023-06-30	$1,769,362	175,532	-34.5%	Shares	Sole	2023-07-14
2023-03-31	$1,978,076	268,032	0.0%	Shares	Sole	2023-04-18
2022-12-31	$2,141,575	268,032	0.0%	Shares	Sole	2023-01-25
2022-09-30	$863,063	268,032	—	Shares	Sole	2022-10-19
No filing history on record for this holder in this stock.