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
- period ended2026-09-3013F 992,194 sharesChange 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 - period ended2026-06-3013F 818,913 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 409,464 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 410,206 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 544,353 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 499,252 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 366,775 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 335,981 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).