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Invera Wealth Advisors, LLC: NUMV position timeline

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

Invera Wealth Advisors, LLC held 30,584 NUMV 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 30,584 shares
    Change vs previous 13F -27,569 shares

    0.71% of the 13F portfolio, value $1,330,098.

    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 58,153 shares
    Change vs previous 13F -1,360 shares

    1.45% of the 13F portfolio, value $2,254,592.

    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 59,513 shares
    Change vs previous 13F -2,283 shares

    1.47% of the 13F portfolio, value $2,326,958.

    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 61,796 shares
    Change vs previous 13F -1,064 shares

    1.47% of the 13F portfolio, value $2,390,863.

    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 62,860 shares
    Change vs previous 13F -722 shares

    1.48% of the 13F portfolio, value $2,266,103.

    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 63,582 shares
    Change vs previous 13F +222 shares

    1.41% of the 13F portfolio, value $2,175,140.

    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 63,360 shares
    Change vs previous 13F -864 shares

    2.27% of the 13F portfolio, value $2,293,625.

    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 64,224 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $2,381,426.

    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).