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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC: BTX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC on BTX, newest first. How the timeline and the estimate are built.

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 40,697 BTX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,697 shares
    Change vs previous 13F +40,697 shares

    0.05% of the 13F portfolio, value $367,494.

    13F-HR 0001104659-26-084978 filed by PREVAIL INNOVATIVE 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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -228,552 shares

    13F-HR 0001104659-25-110880 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 228,552 shares
    Change vs previous 13F -11,696 shares

    0.38% of the 13F portfolio, value $1,677,572.

    13F-HR 0001104659-25-078844 filed by PREVAIL INNOVATIVE 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 ended2025-03-31
    13F 240,248 shares
    Change vs previous 13F -18,220 shares

    0.4% of the 13F portfolio, value $1,503,952.

    13F-HR 0001104659-25-043873 filed by PREVAIL INNOVATIVE 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 ended2024-12-31
    13F 258,468 shares
    Change vs previous 13F -4,447 shares

    0.56% of the 13F portfolio, value $1,923,002.

    13F-HR 0001104659-25-012074 filed by PREVAIL INNOVATIVE 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 ended2024-09-30
    13F 262,915 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,985,008.

    13F-HR 0001104659-24-117440 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).