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Disclosery

Haven Capital Group, Inc.: IOVA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Haven Capital Group, Inc. on IOVA, newest first. How the timeline and the estimate are built.

Haven Capital Group, Inc. held 0 IOVA shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 0 shares
    Change vs previous 13F -59,143 shares

    13F-HR/A 0001754960-26-000772 filed by Haven Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 59,143 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $207,591.

    13F-HR 0001754960-26-000279 filed by Haven Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 59,143 shares
    Change vs previous 13F -16,361 shares

    0.15% of the 13F portfolio, value $161,000.

    13F-HR 0001754960-26-000065 filed by Haven Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 75,504 shares
    Change vs previous 13F -31,008 shares

    0.15% of the 13F portfolio, value $164,000.

    13F-HR 0001754960-25-000772 filed by Haven Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 106,512 shares
    Change vs previous 13F -15,399 shares

    0.16% of the 13F portfolio, value $183,000.

    13F-HR 0001754960-25-000606 filed by Haven Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 121,911 shares
    Change vs previous 13F -2,538 shares

    0.45% of the 13F portfolio, value $406,000.

    13F-HR 0001754960-25-000304 filed by Haven Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 124,449 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $920,923.

    13F-HR 0001754960-25-000118 filed by Haven Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).