PREVAIL INNOVATIVE WEALTH ADVISORS, LLC: HIGH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC on HIGH, newest first. How the timeline and the estimate are built.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 0 HIGH shares at 2025-12-31 per its 13F-HR filed 2026-02-06.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -98,197 shares
13F-HR 0001104659-26-011384 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 98,197 sharesChange vs previous 13F -15,757 shares
0.44% of the 13F portfolio, value $2,267,369.
13F-HR 0001104659-25-110880 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 113,954 sharesChange vs previous 13F -3,677 shares
0.62% of the 13F portfolio, value $2,761,105.
13F-HR 0001104659-25-078844 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 117,631 sharesChange vs previous 13F +64 shares
0.69% of the 13F portfolio, value $2,580,824.
13F-HR 0001104659-25-043873 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 117,567 sharesChange vs previous 13F -4,929 shares
0.78% of the 13F portfolio, value $2,706,392.
13F-HR 0001104659-25-012074 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 122,496 sharesChange vs previous 13F not available
0.87% of the 13F portfolio, value $2,871,919.
13F-HR 0001104659-24-117440 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).