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Invera Wealth Advisors, LLC: EMXF position timeline

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

Invera Wealth Advisors, LLC held 98,999 EMXF 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 98,999 shares
    Change vs previous 13F -7,783 shares

    3.08% of the 13F portfolio, value $5,736,467.

    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 106,782 shares
    Change vs previous 13F +763 shares

    3.28% of the 13F portfolio, value $5,108,600.

    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 106,019 shares
    Change vs previous 13F -2,379 shares

    3.12% of the 13F portfolio, value $4,933,234.

    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 108,398 shares
    Change vs previous 13F -1,947 shares

    3.02% of the 13F portfolio, value $4,907,568.

    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 110,345 shares
    Change vs previous 13F -2,392 shares

    3.09% of the 13F portfolio, value $4,731,042.

    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 112,737 shares
    Change vs previous 13F -2,403 shares

    2.79% of the 13F portfolio, value $4,311,063.

    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 115,140 shares
    Change vs previous 13F +2,032 shares

    4.36% of the 13F portfolio, value $4,402,954.

    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 113,108 shares
    Change vs previous 13F not available

    4.58% of the 13F portfolio, value $4,602,466.

    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).