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Invera Wealth Advisors, LLC: SLYV position timeline

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

Invera Wealth Advisors, LLC held 12,967 SLYV 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 12,967 shares
    Change vs previous 13F +1,250 shares

    0.76% of the 13F portfolio, value $1,414,829.

    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 11,717 shares
    Change vs previous 13F -166 shares

    0.71% of the 13F portfolio, value $1,108,194.

    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 11,883 shares
    Change vs previous 13F -243 shares

    0.68% of the 13F portfolio, value $1,080,997.

    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 12,126 shares
    Change vs previous 13F -37 shares

    0.66% of the 13F portfolio, value $1,074,970.

    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 12,163 shares
    Change vs previous 13F +88 shares

    0.63% of the 13F portfolio, value $970,121.

    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 12,075 shares
    Change vs previous 13F +139 shares

    0.61% of the 13F portfolio, value $946,680.

    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 11,936 shares
    Change vs previous 13F +224 shares

    1.06% of the 13F portfolio, value $1,069,704.

    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 11,712 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,083,711.

    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).