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Invera Wealth Advisors, LLC: ARTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invera Wealth Advisors, LLC on ARTY, newest first. How the timeline and the estimate are built.

Invera Wealth Advisors, LLC held 80,892 ARTY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,892 shares
    Change vs previous 13F +10,190 shares

    3.3% of the 13F portfolio, value $6,160,735.

    13F-HR 0001976780-26-000003 filed by Invera Wealth Advisors, 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 70,702 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $3,289,764.

    13F-HR 0001976780-26-000002 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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