Position in VALN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$52,300
-$10,200 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#10
of 20 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VALN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $237,135 across 9 Biotechnology names. VALN ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
150 | $93,531 | |
| 2 | VALN |
Valneva SE
This page
|
10,000 | $52,300 | |
| 3 | MDGL |
Madrigal Pharmaceuticals, Inc.
|
60 | $32,217 | |
| 4 | 80,574 | $15,309 | |||
| 5 | TNYA |
Tenaya Therapeutics, Inc.
|
20,000 | $14,780 | |
| 6 | CMPX |
Compass Therapeutics, Inc.
|
6,100 | $13,359 | |
| 7 | DNA |
Ginkgo Bioworks Holdings, Inc.
|
1,000 | $9,910 | |
| 8 | CRSP |
CRISPR Therapeutics AG
|
100 | $5,454 |
All Filings in VALN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,300 | 10,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $62,500 | 10,000 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $109,800 | 9,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,680 | 4,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $26,840 | 4,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,372 | 1,000 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||