IBRX IMMUNITYBIO INC

Ownership history in ALLEN HOLDING INC /NY  ·  19 quarters on record

AI Ownership Summary

ALLEN HOLDING INC /NY reported IMMUNITYBIO INC (IBRX) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.54% in 2024 Q2. The latest visible filing shows IBRX at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALLEN HOLDING INC /NY's position in IMMUNITYBIO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBRX was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALLEN HOLDING INC /NY held IBRX — position size vs. price
% of Fund (quarterly)    IBRX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 687,571 0% 0.13% $1.4M 2026-02-14 (Est.) $5.95
2025 Q3 UNCHANGED 687,571 0% 0.16% $1.7M 2025-11-06 $2.12
2025 Q2 UNCHANGED 687,571 0% 0.18% $1.8M 2025-08-07 $2.40
2025 Q1 UNCHANGED 687,571 0% 0.22% $2.1M 2025-05-07 $1.89
2024 Q4 UNCHANGED 687,571 0% 0.19% $1.8M 2025-02-10 $3.39
2024 Q3 UNCHANGED 687,571 0% 0.28% $2.6M 2024-11-07 $5.30
2024 Q2 UNCHANGED 687,571 0% 0.54% $4.3M 2024-08-08 $4.35
2024 Q1 UNCHANGED 687,571 0% 0.46% $3.7M 2024-05-07 $8.26
2023 Q4 UNCHANGED 687,571 0% 0.48% $3.5M 2024-02-14 $4.58
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ALLEN HOLDING INC /NY and IBRX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALLEN HOLDING INC /NY reported owning IBRX?

ALLEN HOLDING INC /NY reported IBRX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBRX position in ALLEN HOLDING INC /NY's portfolio?

The largest reported portfolio weight for IBRX was 0.54% in 2024 Q2.

What is the latest reported IBRX position on this page?

The most recent filing on this page is 2025 Q4, when ALLEN HOLDING INC /NY reported 687,571 shares, equal to 0.13% of portfolio, with an estimated market value of $1.4M.

What does the chart on this IBRX ownership page compare?

The chart compares ALLEN HOLDING INC /NY's quarterly IBRX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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