Position in SLS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$662,930
+$472,944 QoQ
Shares Held
44,914
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#77
of 189 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026INSTRUMENTAL WEALTH, LLC holds $874,536 across 2 Biotechnology names. SLS ranks #1 (75.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLS |
SELLAS Life Sciences Group, Inc.
This page
|
44,914 | $662,930 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
426 | $211,606 |
All Filings in SLS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,930 | 44,914 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $189,986 | 44,914 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $169,325 | 44,914 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $72,311 | 44,914 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||