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Invera Wealth Advisors, LLC: NULV position timeline

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

Invera Wealth Advisors, LLC held 33,318 NULV 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 33,318 shares
    Change vs previous 13F -35,977 shares

    0.89% of the 13F portfolio, value $1,665,567.

    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 69,295 shares
    Change vs previous 13F -17,543 shares

    2.02% of the 13F portfolio, value $3,152,923.

    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 86,838 shares
    Change vs previous 13F -4,696 shares

    2.47% of the 13F portfolio, value $3,912,052.

    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 91,534 shares
    Change vs previous 13F -1,912 shares

    2.47% of the 13F portfolio, value $4,011,661.

    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 93,446 shares
    Change vs previous 13F -1,884 shares

    2.55% of the 13F portfolio, value $3,916,789.

    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 95,330 shares
    Change vs previous 13F -182 shares

    2.49% of the 13F portfolio, value $3,859,912.

    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 95,512 shares
    Change vs previous 13F -1,145 shares

    3.87% of the 13F portfolio, value $3,909,299.

    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 96,657 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $4,070,212.

    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).