TRAPHAGEN INVESTMENT ADVISORS LLC IOVA — IOVANCE BIOTHERAPEUTICS INC

Ownership history in TRAPHAGEN INVESTMENT ADVISORS LLC  ·  9 quarters on record

AI Ownership Summary

TRAPHAGEN INVESTMENT ADVISORS LLC reported IOVANCE BIOTHERAPEUTICS INC (IOVA) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2024 Q3. The latest visible filing shows IOVA at 0.01% 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 IOVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRAPHAGEN INVESTMENT ADVISORS LLC'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 Q1

IOVA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q3

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 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.

IOVA stock page TRAPHAGEN INVESTMENT ADVISORS LLC fund profile TRAPHAGEN INVESTMENT ADVISORS LLC full holdings
How TRAPHAGEN INVESTMENT ADVISORS LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 38,962 — 0% 0.01% $137K 2026-04-22 $3.53
2025 Q4 UNCHANGED — — — 38,962 — 0% 0.01% $106K 2026-01-27 $2.98
2025 Q3 ADDED — — — 38,962 +598 +1.6% 0.01% $85K 2025-10-07 $2.18
2025 Q2 UNCHANGED — — — 38,364 — 0% 0.01% $66K 2025-07-23 $3.97
2025 Q1 ADDED — — — 38,364 +1,678 +4.6% 0.01% $128K 2025-04-17 $3.06
2024 Q4 REDUCED — — — 36,686 -659 -1.8% 0.03% $271K 2025-01-17 $5.91
2024 Q3 UNCHANGED — — — 37,345 — 0% 0.04% $351K 2024-10-21 $9.92
2024 Q2 ADDED — — — 37,345 +771 +2.1% 0.03% $300K 2024-07-23 $8.69
2024 Q1 INITIATED — — — 36,574 — — 0.03% $297K 2024-06-17 $8.08

🏢 Other funds also holding IOVA

As of 2026 Q1 — sorted by position size

MHR FUND MANAGEMENT LLC 3Y 7Y 7.43% B Group, Inc. 3.9% Palo Alto Investors LP 3Y 7Y 3.41% Knott David M Jr 3Y 3.34% Orion Investment Co 2.3% Invenomic Capital Management LP 3Y 1.37% CM Management, LLC 3Y 1.32% Rhenman & Partners Asset Management AB 3Y 7Y 0.89% Kennondale Capital Management LLC 0.81% Parametrica Management Ltd 3Y 7Y 0.78%

FAQ About TRAPHAGEN INVESTMENT ADVISORS LLC and IOVA

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

How long has TRAPHAGEN INVESTMENT ADVISORS LLC reported owning IOVA?

TRAPHAGEN INVESTMENT ADVISORS LLC reported IOVA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IOVA position in TRAPHAGEN INVESTMENT ADVISORS LLC's portfolio?

The largest reported portfolio weight for IOVA was 0.04% in 2024 Q3.

What is the latest reported IOVA position on this page?

The most recent filing on this page is 2026 Q1, when TRAPHAGEN INVESTMENT ADVISORS LLC reported 38,962 shares, equal to 0.01% of portfolio, with an estimated market value of $137K.

What does the chart on this IOVA ownership page compare?

The chart compares TRAPHAGEN INVESTMENT ADVISORS LLC'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 TRAPHAGEN INVESTMENT ADVISORS LLC time their IOVA position?

Based on 13F filing dates vs. subsequent IOVA price moves, TRAPHAGEN INVESTMENT ADVISORS LLC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on IOVA relative to SPY over the holding period was -45.3%.

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