Costello Asset Management, INC
Position in INNV — InnovAge Holding Corp.
CIK 1760145
FEASTERVILLE, PA
Position in INNV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$18,367
+$5,936 QoQ
Shares Held
1,550
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#80
of 105 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INNV Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Costello Asset Management, INC holds $85,111 across 2 Medical Care Facilities names. INNV ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
|
300 | $66,744 | |
| 2 | INNV |
InnovAge Holding Corp.
This page
|
1,550 | $18,367 |
All Filings in INNV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,367 | 1,550 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,431 | 1,550 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||