Position in INVA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,778,722
+$292,286 QoQ
Shares Held
76,340
+2.7% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in INVA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Synergy Asset Management, LLC holds $58,838,233 across 4 Biotechnology names. INVA ranks #4 (3.0% of the industry book) .
All Filings in INVA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,778,722 | 76,340 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,486,436 | 74,359 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,851,626 | 101,459 | Shares | Other | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||