Costello Asset Management, INC
Position in INNV — InnovAge Holding Corp.
CIK 1760145
FEASTERVILLE, PA
Position in INNV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$12,431
New position
Shares Held
1,550
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Costello Asset Management, INC holds $27,800 across 2 Medical Care Facilities names. INNV ranks #2 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
|
100 | $15,369 | |
| 2 | INNV |
InnovAge Holding Corp.
This page
|
1,550 | $12,431 |
All Filings in INNV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,431 | 1,550 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||