INVA β€” INNOVIVA INC

Ownership history in MATHER GROUP, LLC.  Β·  2 quarters on record

AI Ownership Summary

MATHER GROUP, LLC. reported INNOVIVA INC (INVA) in 2 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows INVA at 0.00% 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.

What this INVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MATHER GROUP, LLC.'s position in INNOVIVA 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 Q1

INVA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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 MATHER GROUP, LLC. held INVA β€” position size vs. price
% of Fund (quarterly)    INVA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,500 +1,492 +18650.0% 0.00% $35K 2026-04-13 $23.97
2024 Q2 INITIATED 8 β€” β€” 0.00% $122 2024-07-09 $16.60

FAQ About MATHER GROUP, LLC. and INVA

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

How long has MATHER GROUP, LLC. reported owning INVA?

MATHER GROUP, LLC. reported INVA across 2 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported INVA position in MATHER GROUP, LLC.'s portfolio?

The largest reported portfolio weight for INVA was 0.00% in 2026 Q1.

What is the latest reported INVA position on this page?

The most recent filing on this page is 2026 Q1, when MATHER GROUP, LLC. reported 1,500 shares, equal to 0.00% of portfolio, with an estimated market value of $35K.

What does the chart on this INVA ownership page compare?

The chart compares MATHER GROUP, LLC.'s quarterly INVA 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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