Position in XRTX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$113
-$42 QoQ
Shares Held
277
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XRTX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Clearstead Advisors, LLC holds $49,362,953 across 77 Biotechnology names. XRTX ranks #72 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNLI |
Denali Therapeutics Inc.
|
737,990 | $14,169,408 | |
| 2 | VIR |
Vir Biotechnology, Inc.
|
1,216,400 | $10,898,944 | |
| 3 | NAUT |
Nautilus Biotechnology, Inc.
|
2,329,784 | $9,039,561 | |
| 4 | BEAM |
Beam Therapeutics Inc.
|
121,230 | $2,888,910 | |
| 5 | IBRX |
ImmunityBio, Inc.
|
345,700 | $2,651,519 | |
| 6 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
3,427 | $1,530,292 | |
| 7 | SRRK |
Scholar Rock Holding Corp
|
26,074 | $1,281,797 | |
| 8 | SANA |
Sana Biotechnology, Inc.
|
336,781 | $969,929 |
All Filings in XRTX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $113 | 277 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $155 | 277 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $224 | 277 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $250 | 277 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $265 | 277 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $313 | 277 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $454 | 277 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $526 | 277 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,024 | 277 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $639 | 277 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||