XML Financial, LLC

Position in IOVA — Iovance Biotherapeutics, Inc.

CIK 1800465 BETHESDA, MD

Position in IOVA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$52,000

+$8,125 QoQ

Shares Held

12,500

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#222

of 289 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

XML Financial, LLC holds $2,934,778 across 5 Biotechnology names. IOVA ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JAZZ	Jazz Pharmaceuticals plc	6,488	$1,563,413
2	REGN	Regeneron Pharmaceuticals, Inc.	1,214	$756,977
3	ABCL	AbCellera Biologics Inc.	57,025	$447,646
4	MGNX	Macrogenics Inc	24,836	$114,742
5	IOVA	Iovance Biotherapeutics, Inc. This page	12,500	$52,000

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,000	12,500	0.0%	Shares	Sole	2026-07-24
2026-03-31	$43,875	12,500	0.0%	Shares	Sole	2026-04-16
2025-12-31	$34,125	12,500	0.0%	Shares	Sole	2026-02-11
2025-09-30	$27,125	12,500	-45.7%	Shares	Sole	2025-10-20
2025-06-30	$39,560	23,000	0.0%	Shares	Sole	2025-07-17
2025-03-31	$76,590	23,000	0.0%	Shares	Sole	2025-04-22
2024-12-31	$170,200	23,000	+58.6%	Shares	Sole	2025-01-17
2024-09-30	$136,155	14,500	+7.4%	Shares	Sole	2024-11-01
2024-06-30	$108,270	13,500	+3.8%	Shares	Sole	2024-07-22
2024-03-31	$192,660	13,000	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.