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INVENIO WEALTH PARTNERS LLC: EES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVENIO WEALTH PARTNERS LLC on EES, newest first. How the timeline and the estimate are built.

INVENIO WEALTH PARTNERS LLC held 0 EES shares at 2025-06-30 per its 13F-HR filed 2025-08-11.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -112,610 shares

    13F-HR 0001988408-25-000009 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 112,610 shares
    Change vs previous 13F +4,646 shares

    2.31% of the 13F portfolio, value $5,499,872.

    13F-HR 0001982776-25-000004 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 107,964 shares
    Change vs previous 13F -9,722 shares

    2.44% of the 13F portfolio, value $5,823,578.

    13F-HR 0001989341-25-000001 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 117,686 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $6,207,937.

    13F-HR 0001989341-24-000005 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).