IVA β€” INVENTIVA SA

Ownership history in Quaker Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

Quaker Wealth Management, LLC reported INVENTIVA SA (IVA) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows IVA at 0.04% 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 IVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quaker Wealth Management, LLC's position in INVENTIVA SA, 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

IVA was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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
2026 Q1 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 Quaker Wealth Management, LLC held IVA β€” position size vs. price
% of Fund (quarterly)    IVA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 24,960 β€” β€” 0.04% $139K 2026-04-10 $5.26

🏒 Other funds also holding IVA

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Quaker Wealth Management, LLC and IVA

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

How long has Quaker Wealth Management, LLC reported owning IVA?

Quaker Wealth Management, LLC reported IVA across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported IVA position in Quaker Wealth Management, LLC's portfolio?

The largest reported portfolio weight for IVA was 0.04% in 2026 Q1.

What is the latest reported IVA position on this page?

The most recent filing on this page is 2026 Q1, when Quaker Wealth Management, LLC reported 24,960 shares, equal to 0.04% of portfolio, with an estimated market value of $139K.

What does the chart on this IVA ownership page compare?

The chart compares Quaker Wealth Management, LLC's quarterly IVA 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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