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Hennion & Walsh Asset Management, Inc.: IOVA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hennion & Walsh Asset Management, Inc. on IOVA, newest first. How the timeline and the estimate are built.

Hennion & Walsh Asset Management, Inc. held 992,194 IOVA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 992,194 shares
    Change vs previous 13F +173,281 shares

    0.43% of the 13F portfolio, value $14,704,315.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 818,913 shares
    Change vs previous 13F +409,449 shares

    0.1% of the 13F portfolio, value $3,406,678.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 409,464 shares
    Change vs previous 13F -742 shares

    0.05% of the 13F portfolio, value $1,437,219.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 410,206 shares
    Change vs previous 13F -134,147 shares

    0.04% of the 13F portfolio, value $1,119,862.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 544,353 shares
    Change vs previous 13F +45,101 shares

    0.04% of the 13F portfolio, value $1,181,246.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 499,252 shares
    Change vs previous 13F +132,477 shares

    0.03% of the 13F portfolio, value $858,713.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 366,775 shares
    Change vs previous 13F +30,794 shares

    0.05% of the 13F portfolio, value $1,221,361.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 335,981 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,486,259.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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