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Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

IOVA holding history

Iovance Biotherapeutics, Inc. in every 13F filed by Arete Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IOVA overviewAll 13F holders of IOVAFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q2 2023
Holdings of IOVA by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−24,250−100.0%Sold outHolders
Q3 202524,250$53.0K<0.1%−1,250−4.9%ReducedHolders
Q2 202525,500$44.0K<0.1%−250−1.0%ReducedHolders
Q1 202525,750$86.0K<0.1%00.0%UnchangedHolders
Q4 202425,750$191.0K<0.1%−8,850−25.6%ReducedHolders
Q3 202434,600$325.0K<0.1%−28,800−45.4%ReducedHolders
Q2 202463,400$508.0K<0.1%−5,100−7.4%ReducedHolders
Q1 202468,500$1.02M0.1%−147,750−68.3%ReducedHolders
Q4 2023216,250$1.76M0.1%+183,250+555.3%AddedHolders
Q3 202333,000$150.2K<0.1%+20,100+155.8%AddedHolders
Q2 202312,900$91.0K<0.1%+12,900NewHolders