Position in ROIV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$220,215
+$9,791 QoQ
Shares Held
7,950
-18.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0.6540880503144654.ToString("F0")%
Shared 0.ToString("F0")%
None 99.34591194968554.ToString("F0")%
Common Shares in ROIV Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $1,614,041 across 6 Biotechnology names. ROIV ranks #4 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,053 | $470,206 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
443 | $342,279 | |
| 3 | MIST |
Milestone Pharmaceuticals Inc.
|
280,250 | $333,497 | |
| 4 | ROIV |
Roivant Sciences Ltd.
This page
|
7,950 | $220,215 | |
| 5 | PGEN |
Precigen, Inc.
|
44,399 | $171,824 | |
| 6 | EPRX |
Eupraxia Pharmaceuticals Inc.
|
10,500 | $76,020 |
All Filings in ROIV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,215 | 7,950 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $210,424 | 9,697 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $113,229 | 10,047 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $152,879 | 12,923 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||