PREVAIL INNOVATIVE WEALTH ADVISORS, LLC: IWMI position timeline

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

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 175,355 IWMI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

period ended2026-06-30
13F 175,355 shares
Change vs previous 13F +82,285 shares
1.4% of the 13F portfolio, value $9,385,000.
13F-HR 0001104659-26-084978 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 93,070 shares
Change vs previous 13F not available
0.74% of the 13F portfolio, value $4,411,518.
13F-HR 0001104659-26-052511 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).