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Invera Wealth Advisors, LLC: NZAC position timeline

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

Invera Wealth Advisors, LLC held 17,498 NZAC 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 17,498 shares
    Change vs previous 13F +1,092 shares

    0.43% of the 13F portfolio, value $803,400.

    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 16,406 shares
    Change vs previous 13F -96,786 shares

    0.43% of the 13F portfolio, value $666,830.

    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 113,192 shares
    Change vs previous 13F -6,328 shares

    3.07% of the 13F portfolio, value $4,854,669.

    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 119,520 shares
    Change vs previous 13F -4,714 shares

    3.12% of the 13F portfolio, value $5,066,919.

    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 124,234 shares
    Change vs previous 13F -2,316 shares

    3.2% of the 13F portfolio, value $4,907,243.

    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 126,550 shares
    Change vs previous 13F -2,396 shares

    2.89% of the 13F portfolio, value $4,476,074.

    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 128,946 shares
    Change vs previous 13F +71,240 shares

    4.77% of the 13F portfolio, value $4,821,291.

    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 57,706 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $2,176,670.

    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).