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INVENIO WEALTH PARTNERS LLC: V position timeline

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

INVENIO WEALTH PARTNERS LLC held 2,050 V 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 2,050 shares
    Change vs previous 13F +70 shares

    0.25% of the 13F portfolio, value $703,335.

    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 1,980 shares
    Change vs previous 13F -207 shares

    0.24% of the 13F portfolio, value $598,435.

    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 2,187 shares
    Change vs previous 13F -147 shares

    0.28% of the 13F portfolio, value $767,003.

    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 2,334 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $796,781.

    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 2,334 shares
    Change vs previous 13F -185 shares

    0.33% of the 13F portfolio, value $828,687.

    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 2,519 shares
    Change vs previous 13F -95 shares

    0.37% of the 13F portfolio, value $882,809.

    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 2,614 shares
    Change vs previous 13F +66 shares

    0.35% of the 13F portfolio, value $826,129.

    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 2,548 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $700,573.

    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).