Skip to content
Disclosery

INVENIO WEALTH PARTNERS LLC: SRVR position timeline

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

INVENIO WEALTH PARTNERS LLC held 43,928 SRVR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,928 shares
    Change vs previous 13F +286 shares

    0.5% of the 13F portfolio, value $1,395,593.

    13F-HR 0001989341-26-000004 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).

  2. period ended2026-03-31
    13F 43,642 shares
    Change vs previous 13F +3,941 shares

    0.54% of the 13F portfolio, value $1,362,503.

    13F-HR 0001989341-26-000003 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 ended2025-12-31
    13F 39,701 shares
    Change vs previous 13F -12,140 shares

    0.42% of the 13F portfolio, value $1,137,037.

    13F-HR 0001989341-26-000002 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 ended2025-09-30
    13F 51,841 shares
    Change vs previous 13F +2,793 shares

    0.6% of the 13F portfolio, value $1,642,323.

    13F-HR 0001989341-25-000004 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).

  5. period ended2025-06-30
    13F 49,048 shares
    Change vs previous 13F -333 shares

    0.63% of the 13F portfolio, value $1,585,231.

    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).

  6. period ended2025-03-31
    13F 49,381 shares
    Change vs previous 13F +1,789 shares

    0.61% of the 13F portfolio, value $1,449,332.

    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).

  7. period ended2024-12-31
    13F 47,592 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,426,808.

    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).