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Invera Wealth Advisors, LLC: IGIB position timeline

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

Invera Wealth Advisors, LLC held 140,153 IGIB 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 140,153 shares
    Change vs previous 13F +9,108 shares

    4% of the 13F portfolio, value $7,451,935.

    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 131,045 shares
    Change vs previous 13F +1,149 shares

    4.48% of the 13F portfolio, value $6,974,215.

    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 129,896 shares
    Change vs previous 13F +4,971 shares

    4.42% of the 13F portfolio, value $6,998,796.

    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 124,925 shares
    Change vs previous 13F +25 shares

    4.16% of the 13F portfolio, value $6,757,193.

    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 124,900 shares
    Change vs previous 13F +18,437 shares

    4.34% of the 13F portfolio, value $6,655,921.

    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 106,463 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $5,591,437.

    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).