Creative Planning

Position in IOVA — Iovance Biotherapeutics, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in IOVA

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$721,484

+$288,362 QoQ

Shares Held

205,551

+29.6% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0.07589357385758279.ToString("F0")% Shared 0.ToString("F0")% None 99.92410642614242.ToString("F0")%

Healthcare · as of Mar 31, 2026

Creative Planning holds $360,319,340 across 212 Biotechnology names. IOVA ranks #85 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRTX	Vertex Pharmaceuticals Inc / Ma	109,524	$48,906,846
2	REGN	Regeneron Pharmaceuticals, Inc.	40,152	$31,023,040
3	INSM	INSMED Inc	72,200	$11,806,143
4	EXEL	Exelixis, Inc.	234,142	$10,042,350
5	BBIO	BridgeBio Pharma, Inc.	119,661	$8,886,025
6	PCVX	Vaxcyte, Inc.	140,177	$8,145,685
7	ALNY	Alnylam Pharmaceuticals, Inc.	24,122	$7,981,245
8	INCY	Incyte Corp	80,874	$7,611,860

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$721,484	205,551	+29.6%	Shares	Sole	2026-05-12
2025-12-31	$433,122	158,653	+59.9%	Shares	Sole	2026-02-17
2025-09-30	$215,324	99,228	+30.6%	Shares	Sole	2025-11-14
2025-06-30	$130,709	75,994	+16.6%	Shares	Sole	2025-08-08
2025-03-31	$217,076	65,188	+2.9%	Shares	Sole	2025-05-15
2024-12-31	$469,012	63,380	-13.8%	Shares	Defined	2025-02-14
2024-09-30	$690,061	73,489	+2.6%	Shares	Defined	2024-10-11
2024-06-30	$574,173	71,593	-7.1%	Shares	Defined	2024-08-15
2024-03-31	$1,142,072	77,063	+110.0%	Shares	Sole	2024-05-13
2023-12-31	$298,354	36,698	+140.4%	Shares	Defined	2024-02-14
2023-09-30	$69,455	15,265	+132.9%	Shares	Sole	2023-11-16
2021-03-31	$207,499	6,554	+48.0%	Shares	Sole	2021-04-30
2020-12-31	$205,505	4,429	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.