Hennion & Walsh Asset Management, Inc. IOVA IOVANCE BIOTHERAPEUTICS INC

Ownership history in Hennion & Walsh Asset Management, Inc.  ·  19 quarters on record

AI Ownership Summary

Hennion & Walsh Asset Management, Inc. reported IOVANCE BIOTHERAPEUTICS INC (IOVA) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.32% in 2024 Q1. The latest visible filing shows IOVA at 0.10% 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 IOVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hennion & Walsh Asset Management, Inc.'s position in IOVANCE BIOTHERAPEUTICS 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
2026 Q2

IOVA was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 Hennion & Walsh Asset Management, Inc. held IOVA — position size vs. price
% of Fund (quarterly)    IOVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 818,913 +409,449 +100.0% 0.10% $3.4M 2026-07-08 $4.28
2026 Q1 REDUCED 409,464 -742 -0.2% 0.05% $1.4M 2026-05-13 $3.66
2025 Q4 REDUCED 24.6% +28.6% 410,206 -134,147 -24.6% 0.04% $1.1M 2026-01-14 $2.38
2025 Q3 ADDED 544,353 +45,101 +9.0% 0.04% $1.2M 2025-10-22 $2.15
2025 Q2 ADDED 499,252 +132,477 +36.1% 0.03% $859K 2025-08-07 $2.64
2025 Q1 ADDED 366,775 +30,794 +9.2% 0.05% $1.2M 2025-04-10 $3.06
2024 Q4 REDUCED 335,981 -15,468 -4.4% 0.11% $2.5M 2025-01-15 $5.91
2024 Q3 REDUCED 351,449 -16,703 -4.5% 0.15% $3.3M 2024-10-22 $9.96
2024 Q2 REDUCED 9.6% +17.1% 368,152 -39,277 -9.6% 0.15% $3.0M 2024-07-19 $7.96
2024 Q1 ADDED 407,429 +121,395 +42.4% 0.32% $6.0M 2024-04-17 $11.80
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Hennion & Walsh Asset Management, Inc. and IOVA

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

How long has Hennion & Walsh Asset Management, Inc. reported owning IOVA?

Hennion & Walsh Asset Management, Inc. reported IOVA across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IOVA position in Hennion & Walsh Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for IOVA was 0.32% in 2024 Q1.

What is the latest reported IOVA position on this page?

The most recent filing on this page is 2026 Q2, when Hennion & Walsh Asset Management, Inc. reported 818,913 shares, equal to 0.10% of portfolio, with an estimated market value of $3.4M.

What does the chart on this IOVA ownership page compare?

The chart compares Hennion & Walsh Asset Management, Inc.'s quarterly IOVA 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.

How well did Hennion & Walsh Asset Management, Inc. time their IOVA position?

Based on 13F filing dates vs. subsequent IOVA price moves, Hennion & Walsh Asset Management, Inc. correctly timed 5 out of 18 reported position changes (28%). The annualised alpha on IOVA relative to SPY over the holding period was -35.9%.

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