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Invera Wealth Advisors, LLC: GOOGL position timeline

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

Invera Wealth Advisors, LLC held 16,659 GOOGL 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 16,659 shares
    Change vs previous 13F -4,111 shares

    3.19% of the 13F portfolio, value $5,953,427.

    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 20,770 shares
    Change vs previous 13F -1,031 shares

    3.83% of the 13F portfolio, value $5,972,621.

    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 21,801 shares
    Change vs previous 13F -2,262 shares

    4.31% of the 13F portfolio, value $6,823,713.

    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 24,063 shares
    Change vs previous 13F -528 shares

    3.61% of the 13F portfolio, value $5,849,715.

    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 24,591 shares
    Change vs previous 13F -150 shares

    2.83% of the 13F portfolio, value $4,333,672.

    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 24,741 shares
    Change vs previous 13F -1,936 shares

    2.47% of the 13F portfolio, value $3,825,948.

    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 26,677 shares
    Change vs previous 13F -1,594 shares

    5.23% of the 13F portfolio, value $5,281,593.

    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 28,271 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $5,110,034.

    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).