Position in TECH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$60,759
-$146,667 QoQ
Shares Held
860
+79.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#105
of 170 holders
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TECH Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $11,270,960 across 30 Biotechnology names. TECH ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VKTX |
Viking Therapeutics, Inc.
|
108,643 | $4,238,163 | |
| 2 | IMMX |
Immix Biopharma, Inc.
|
337,552 | $3,480,161 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
3,202 | $1,590,529 | |
| 4 | ABSI |
Absci Corp
|
99,892 | $1,157,748 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
586 | $365,394 | |
| 6 | RPRX |
Royalty Pharma plc
|
1,688 | $94,646 | |
| 7 | TECH |
BIO-TECHNE Corp
This page
|
860 | $60,759 | |
| 8 | ARGX |
Argenx SE
|
47 | $43,605 |
All Filings in TECH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,759 | 860 | Shares | Sole | 2026-07-28 | |
| 2022-03-31 | $207,426 | 479 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $246,253 | 476 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $232,109 | 479 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $215,674 | 479 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||