PREVAIL INNOVATIVE WEALTH ADVISORS, LLC: IEFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC on IEFA, newest first. How the timeline and the estimate are built.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 3,267 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 3,267 sharesChange vs previous 13F -883 shares
0.05% of the 13F portfolio, value $315,527.
13F-HR 0001104659-26-084978 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 ended2026-03-3113F 4,150 sharesChange vs previous 13F -21 shares
0.06% of the 13F portfolio, value $375,700.
13F-HR 0001104659-26-052511 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 ended2025-12-3113F 4,171 sharesChange vs previous 13F -85 shares
0.07% of the 13F portfolio, value $373,138.
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).
- period ended2025-09-3013F 4,256 sharesChange vs previous 13F +506 shares
0.07% of the 13F portfolio, value $371,591.
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 3,750 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $313,050.
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).