Position in TECH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$109,931
+$28,615 QoQ
Shares Held
1,556
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#144
of 238 holders
Holding Since
Mar 2025
6 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, 2026West Financial Advisors, LLC holds $112,646 across 3 Biotechnology names. TECH ranks #1 (97.6% of the industry book) .
All Filings in TECH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,931 | 1,556 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $81,316 | 1,556 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $91,508 | 1,556 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $86,560 | 1,556 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $80,056 | 1,556 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $91,228 | 1,556 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||