Biogen Inc.
MX ˙ BMV ˙ US09062X1037
SecurityMX:BIIB / Biogen Inc.
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership9 shares
Latest Disclosed Value $ 1,649
IMA Wealth, Inc. ownership in BIIB / Biogen Inc.

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 9 shares of Biogen Inc. (MX:BIIB) valued at $1,649 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 3, 2021 disclosing 0 shares of Biogen Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F Biogen Common Stock 09062X103 9 9 2 0.0002
2021-11-03 2021-09-30 13F BIOGEN COM 09062X103 0 -358 -100.00 0 -100.00
2021-08-13 2021-06-30 13F BIOGEN COM 09062X103 358 -35 -8.91 124 12.73 0.0290
2021-05-13 2021-03-31 13F BIOGEN COM 09062X103 393 -51 -11.49 110 0.92 0.0269
2021-02-08 2020-12-31 13F BIOGEN COM 09062X103 444 -32 -6.72 109 -19.26 0.0306
2020-11-16 2020-09-30 13F BIOGEN COM 09062X103 476 0 0.00 135 6.30 0.0453
2020-08-13 2020-06-30 13F BIOGEN COM 09062X103 476 -758 -61.43 127 -67.44 0.0459
2020-04-14 2020-03-31 13F BIOGEN COM 09062X103 1,234 728 143.87 390 160.00 0.1716
2020-02-24 2019-12-31 13F BIOGEN COM 09062X103 506 -10,818 -95.53 150 -94.31 0.0557
2019-10-29 2019-09-30 13F BIOGEN COM 09062X103 11,324 409 3.75 2,636 3.25 0.9956
2019-07-19 2019-06-30 13F BIOGEN COM 09062X103 10,915 701 6.86 2,553 5.76 0.9545
2019-05-09 2019-03-31 13F BIOGEN COM 09062X103 10,214 1,982 24.08 2,414 -2.54 0.9371
2019-01-15 2018-12-31 13F BIOGEN COM 09062X103 8,232 -635 -7.16 2,477 -20.94 1.1557
2018-10-18 2018-09-30 13F BIOGEN COM 09062X103 8,867 1,081 13.88 3,133 38.63 1.2251
2018-08-01 2018-06-30 13F BIOGEN COM 09062X103 7,786 566 7.84 2,260 14.31 0.9416
2018-04-20 2018-03-31 13F BIOGEN COM 09062X103 7,220 2,590 55.94 1,977 34.03 0.8800
2018-02-05 2017-12-31 13F BIOGEN COM 09062X103 4,630 87 1.92 1,475 3.65 0.6599
2017-10-24 2017-09-30 13F BIOGEN COM 09062X103 4,543 534 13.32 1,423 30.79 0.6602
2017-07-31 2017-06-30 13F BIOGEN COM 09062X103 4,009 -412 -9.32 1,088 -10.01 0.5233
2017-06-06 2017-03-31 13F BIOGEN COM 09062X103 4,421 4,421 1,209 0.6084
2016-12-07 2016-09-30 13F Biogen Idec COM 09062X103 0 0 0 0.0000
2016-12-08 2016-03-31 13F Biogen Idec COM 09062X103 0 0 0 0.0000
2016-12-08 2015-09-30 13F Biogen Idec COM 09062X103 0 -285 -100.00 0 -100.00
2015-07-24 2015-06-30 13F Biogen Idec COM 09062X103 285 285 0.00 115 0.0547
2014-10-16 2014-09-30 13F Biogen Idec COM 09062X103 0 -10,832 -100.00 0 -100.00
2014-07-17 2014-06-30 13F Biogen Idec COM 09062X103 10,832 597 5.83 3,415 9.07 1.5626
2014-04-15 2014-03-31 13F Biogen Idec COM 09062X103 10,235 180 1.79 3,131 11.38 1.4635
2014-01-30 2013-12-31 13F Biogen Idec COM 09062X103 10,055 375 3.87 2,811 20.59 1.3370
2013-10-03 2013-09-30 13F Biogen Idec COM 09062X103 9,680 10 0.10 2,331 12.01 1.1439
2013-07-16 2013-06-30 13F Biogen Idec COM 09062X103 9,670 9,670 2,081 1.1302
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.