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Invera Wealth Advisors, LLC: EAGG position timeline

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

Invera Wealth Advisors, LLC held 49,104 EAGG 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 49,104 shares
    Change vs previous 13F +4,453 shares

    1.25% of the 13F portfolio, value $2,328,021.

    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 44,651 shares
    Change vs previous 13F +2,180 shares

    1.36% of the 13F portfolio, value $2,123,155.

    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 42,471 shares
    Change vs previous 13F -162 shares

    1.28% of the 13F portfolio, value $2,032,237.

    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 42,633 shares
    Change vs previous 13F +1,763 shares

    1.26% of the 13F portfolio, value $2,047,663.

    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 40,870 shares
    Change vs previous 13F +1,875 shares

    1.27% of the 13F portfolio, value $1,942,960.

    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 38,995 shares
    Change vs previous 13F +2,696 shares

    1.2% of the 13F portfolio, value $1,851,483.

    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 36,299 shares
    Change vs previous 13F +5,158 shares

    1.67% of the 13F portfolio, value $1,685,726.

    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 31,141 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,467,987.

    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).