Keel Point, LLC

Position in SER — Serina Therapeutics, Inc.

CIK 1386935 HUNTSVILLE, AL

Position in SER

as of Mar 31, 2026 · filed Jun 1, 2026 Compact

Position Value

$41,725

+$7,724 QoQ

Shares Held

21,508

+21.0% QoQ

Ownership

0.143%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

Keel Point, LLC holds $770,537 across 4 Biotechnology names. SER ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRTX	Vertex Pharmaceuticals Inc / Ma	947	$422,873
2	REGN	Regeneron Pharmaceuticals, Inc.	385	$297,466
3	SER	Serina Therapeutics, Inc. This page	21,508	$41,725
4	GTBP	GT Biopharma, Inc.	20,768	$8,473

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,725	21,508	+21.0%	Shares	Sole	2026-06-01
2025-12-31	$34,001	17,774	0.0%	Shares	Sole	2026-02-12
2025-09-30	$95,268	17,774	0.0%	Shares	Sole	2025-12-16
2025-06-30	$109,487	17,774	0.0%	Shares	Sole	2025-08-15
2025-03-31	$100,778	17,774	0.0%	Shares	Sole	2025-05-15
2024-12-31	$89,047	17,774	0.0%	Shares	Sole	2025-02-14
2024-09-30	$118,908	17,774	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.