Quaker Wealth Management
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Quaker Wealth Management’s Inventiva IVA Stock Holding History

Quaker Wealth Management’s Portfolio IVA Stock Details IVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$92.1K Hold
24,960
– – 0.03% 124
2026
Q2 		$94.3K Hold
24,960
– – 0.03% 116
2026
Q1 		$139K Buy
+24,960
New +$152K 0.04% 90

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Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
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Quaker Wealth Management's IVA Position: Q3 2026 in Review

Quaker Wealth Management held its Inventiva (IVA) position steady in Q3 2026 at 24,960 shares worth $92.1K. The position accounts for 0.03% of the portfolio, ranked #124.

Quaker Wealth Management first reported a position in IVA in Q1 2026 and has held it in 3 quarters since. The position peaked at $139K in Q1 2026. 14 funds tracked by Wall St. Rank hold IVA as of Q3 2026.

  • Quaker Wealth Management held 24,960 shares of Inventiva worth $92.1K as of Q3 2026.
  • Quaker Wealth Management left its Inventiva share count unchanged in Q3 2026.
  • Inventiva made up 0.03% of Quaker Wealth Management's portfolio in Q3 2026, its #124 holding.
  • Quaker Wealth Management first reported a position in Inventiva in Q1 2026 and has held it in 3 quarters since.
  • Quaker Wealth Management's Inventiva position peaked at $139K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Inventiva as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.