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Invera Wealth Advisors, LLC: FANG position timeline

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

Invera Wealth Advisors, LLC held 2,659 FANG 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 2,659 shares
    Change vs previous 13F -349 shares

    0.25% of the 13F portfolio, value $467,399.

    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 3,008 shares
    Change vs previous 13F +43 shares

    0.38% of the 13F portfolio, value $594,952.

    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 2,965 shares
    Change vs previous 13F -3,309 shares

    0.28% of the 13F portfolio, value $445,728.

    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 6,274 shares
    Change vs previous 13F -44 shares

    0.55% of the 13F portfolio, value $897,809.

    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 6,318 shares
    Change vs previous 13F -806 shares

    0.57% of the 13F portfolio, value $868,093.

    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 7,124 shares
    Change vs previous 13F +90 shares

    0.74% of the 13F portfolio, value $1,138,985.

    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 7,034 shares
    Change vs previous 13F -1,181 shares

    1.23% of the 13F portfolio, value $1,243,135.

    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 8,215 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $1,493,284.

    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).