NVWM LLC
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NVWM LLC’s ImmunityBio IBRX Stock Holding History

NVWM LLC’s Portfolio IBRX Stock Details IBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.9K Buy
1,893
+1,500
+382% +$12K ﹤0.01% 338
2026
Q2 		$3.44K Hold
393
– – ﹤0.01% 412
2026
Q1 		$3.01K Buy
+393
New +$2.69K ﹤0.01% 402

Other funds holding IBRX

Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Meridian Investment Counsel
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

NVWM LLC's IBRX Position: Q3 2026 in Review

NVWM LLC increased its ImmunityBio (IBRX) stake by 382% in Q3 2026, buying an estimated $12K and bringing the position to 1,893 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

NVWM LLC first reported a position in IBRX in Q1 2026 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold IBRX as of Q3 2026.

  • NVWM LLC held 1,893 shares of ImmunityBio worth $17.9K as of Q3 2026.
  • NVWM LLC bought 1,500 ImmunityBio shares in Q3 2026, an estimated $12K.
  • ImmunityBio made up ﹤0.01% of NVWM LLC's portfolio in Q3 2026, its #338 holding.
  • NVWM LLC first reported a position in ImmunityBio in Q1 2026 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.