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Invera Wealth Advisors, LLC: SNPS position timeline

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

Invera Wealth Advisors, LLC held 2,126 SNPS 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 2,126 shares
    Change vs previous 13F +945 shares

    0.51% of the 13F portfolio, value $948,345.

    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 1,181 shares
    Change vs previous 13F +11 shares

    0.3% of the 13F portfolio, value $468,243.

    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 1,170 shares
    Change vs previous 13F -920 shares

    0.35% of the 13F portfolio, value $549,572.

    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 2,090 shares
    Change vs previous 13F -30 shares

    0.64% of the 13F portfolio, value $1,031,185.

    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 2,120 shares
    Change vs previous 13F -45 shares

    0.71% of the 13F portfolio, value $1,086,882.

    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 2,165 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $928,460.

    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).