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Creative Planning

Position in IOVA — Iovance Biotherapeutics, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in IOVA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,171,913
+$450,429 QoQ
Shares Held
281,710
+37.1% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 292 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IOVA Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Jun 30, 2026

Creative Planning holds $452,608,635 across 219 Biotechnology names. IOVA ranks #75 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in IOVA

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,171,913 281,710
2026-03-31 $721,484 205,551
2025-12-31 $433,122 158,653
2025-09-30 $215,324 99,228
2025-06-30 $130,709 75,994
2025-03-31 $217,076 65,188
2024-12-31 $469,012 63,380
2024-09-30 $690,061 73,489
2024-06-30 $574,173 71,593
2024-03-31 $1,142,072 77,063
2023-12-31 $298,354 36,698
2023-09-30 $69,455 15,265
2021-03-31 $207,499 6,554
2020-12-31 $205,505 4,429