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Invera Wealth Advisors, LLC: BGRN position timeline

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

Invera Wealth Advisors, LLC held 25,827 BGRN 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 25,827 shares
    Change vs previous 13F +550 shares

    0.66% of the 13F portfolio, value $1,226,072.

    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 25,277 shares
    Change vs previous 13F +1,465 shares

    0.77% of the 13F portfolio, value $1,199,940.

    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).

  3. period ended2025-12-31
    13F 23,812 shares
    Change vs previous 13F -1,971 shares

    0.72% of the 13F portfolio, value $1,141,445.

    13F-HR 0001976780-26-000001 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).

  4. period ended2025-09-30
    13F 25,783 shares
    Change vs previous 13F +1,751 shares

    0.76% of the 13F portfolio, value $1,240,884.

    13F-HR 0001976780-25-000009 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).

  5. period ended2025-06-30
    13F 24,032 shares
    Change vs previous 13F +1,274 shares

    0.75% of the 13F portfolio, value $1,145,605.

    13F-HR 0001976780-25-000007 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).

  6. period ended2025-03-31
    13F/A 22,758 shares
    Change vs previous 13F +2,451 shares

    0.7% of the 13F portfolio, value $1,077,819.

    13F-HR/A 0001976780-25-000008 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).

  7. period ended2024-12-31
    13F 20,307 shares
    Change vs previous 13F +3,896 shares

    0.94% of the 13F portfolio, value $946,509.

    13F-HR 0001976780-25-000001 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).

  8. period ended2024-09-30
    13F 16,411 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $775,092.

    13F-HR 0001976780-24-000009 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).