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Invera Wealth Advisors, LLC: DMXF position timeline

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

Invera Wealth Advisors, LLC held 67,313 DMXF 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 67,313 shares
    Change vs previous 13F +826 shares

    3.05% of the 13F portfolio, value $5,694,680.

    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 66,487 shares
    Change vs previous 13F +1,166 shares

    3.22% of the 13F portfolio, value $5,016,444.

    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 65,321 shares
    Change vs previous 13F -1,360 shares

    3.1% of the 13F portfolio, value $4,909,526.

    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 66,681 shares
    Change vs previous 13F -904 shares

    3.11% of the 13F portfolio, value $5,050,419.

    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 67,585 shares
    Change vs previous 13F -1,444 shares

    3.28% of the 13F portfolio, value $5,031,027.

    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 69,029 shares
    Change vs previous 13F -1,068 shares

    3% of the 13F portfolio, value $4,648,413.

    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 70,097 shares
    Change vs previous 13F -904 shares

    4.66% of the 13F portfolio, value $4,710,518.

    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 71,001 shares
    Change vs previous 13F not available

    4.89% of the 13F portfolio, value $4,915,399.

    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).