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Invera Wealth Advisors, LLC: USXF position timeline

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

Invera Wealth Advisors, LLC held 48,246 USXF 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 48,246 shares
    Change vs previous 13F +342 shares

    1.8% of the 13F portfolio, value $3,350,685.

    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 47,904 shares
    Change vs previous 13F -47,883 shares

    1.7% of the 13F portfolio, value $2,644,301.

    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 95,787 shares
    Change vs previous 13F -10,457 shares

    3.49% of the 13F portfolio, value $5,515,415.

    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 106,244 shares
    Change vs previous 13F -5,735 shares

    3.75% of the 13F portfolio, value $6,088,844.

    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 111,979 shares
    Change vs previous 13F -60,423 shares

    3.94% of the 13F portfolio, value $6,039,027.

    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 172,402 shares
    Change vs previous 13F -6,356 shares

    5.2% of the 13F portfolio, value $8,046,001.

    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 178,758 shares
    Change vs previous 13F +8,245 shares

    9.32% of the 13F portfolio, value $9,411,620.

    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 170,513 shares
    Change vs previous 13F not available

    8.84% of the 13F portfolio, value $8,888,830.

    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).