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INVENIO WEALTH PARTNERS LLC: USFR position timeline

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

INVENIO WEALTH PARTNERS LLC held 146,638 USFR 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 146,638 shares
    Change vs previous 13F -32,333 shares

    2.64% of the 13F portfolio, value $7,383,223.

    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 178,971 shares
    Change vs previous 13F -2,973 shares

    3.58% of the 13F portfolio, value $9,009,400.

    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 181,944 shares
    Change vs previous 13F +17,538 shares

    3.4% of the 13F portfolio, value $9,155,422.

    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 164,406 shares
    Change vs previous 13F +23,697 shares

    3.01% of the 13F portfolio, value $8,264,690.

    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 140,709 shares
    Change vs previous 13F +17,921 shares

    2.81% of the 13F portfolio, value $7,079,070.

    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 122,788 shares
    Change vs previous 13F +67,020 shares

    2.59% of the 13F portfolio, value $6,179,920.

    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 55,768 shares
    Change vs previous 13F +1,809 shares

    1.18% of the 13F portfolio, value $2,806,246.

    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).

  8. period ended2024-09-30
    13F 53,959 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,709,821.

    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).