PREVAIL INNOVATIVE WEALTH ADVISORS, LLC: QGRO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC on QGRO, newest first. How the timeline and the estimate are built.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 26,889 QGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 26,889 sharesChange vs previous 13F +10,886 shares
0.47% of the 13F portfolio, value $3,174,246.
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 16,003 sharesChange vs previous 13F -3,758 shares
0.28% of the 13F portfolio, value $1,680,802.
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 19,761 sharesChange vs previous 13F +4,696 shares
0.41% of the 13F portfolio, value $2,263,037.
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 15,065 sharesChange vs previous 13F -353 shares
0.33% of the 13F portfolio, value $1,723,443.
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 15,418 sharesChange vs previous 13F +2,064 shares
0.38% of the 13F portfolio, value $1,682,418.
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 13,354 sharesChange vs previous 13F +4,588 shares
0.33% of the 13F portfolio, value $1,250,873.
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 8,766 sharesChange vs previous 13F +1,758 shares
0.25% of the 13F portfolio, value $873,974.
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 7,008 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $638,151.
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).