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Invera Wealth Advisors, LLC: IGLB position timeline

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

Invera Wealth Advisors, LLC held 8,159 IGLB 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 8,159 shares
    Change vs previous 13F +100 shares

    0.22% of the 13F portfolio, value $408,276.

    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 8,059 shares
    Change vs previous 13F -1,089 shares

    0.26% of the 13F portfolio, value $399,968.

    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 9,148 shares
    Change vs previous 13F +4,714 shares

    0.29% of the 13F portfolio, value $461,517.

    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 4,434 shares
    Change vs previous 13F -123 shares

    0.14% of the 13F portfolio, value $228,528.

    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 4,557 shares
    Change vs previous 13F -18,330 shares

    0.15% of the 13F portfolio, value $228,807.

    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 22,887 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,149,614.

    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).