GWN SECURITIES INC.
Broker-DealerPosition in INNV — InnovAge Holding Corp.
CIK 1265905
Palm Beach Gardens, FL
Position in INNV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$810,575
+$275,008 QoQ
Shares Held
68,403
+2.4% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#32
of 105 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INNV Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026GWN SECURITIES INC. holds $1,203,194 across 2 Medical Care Facilities names. INNV ranks #1 (67.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INNV |
InnovAge Holding Corp.
This page
|
68,403 | $810,575 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
1,007 | $392,619 |
All Filings in INNV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,575 | 68,403 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $535,567 | 66,779 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $296,779 | 57,183 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||