PREVAIL INNOVATIVE WEALTH ADVISORS, LLC: RAAX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC on RAAX, newest first. How the timeline and the estimate are built.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 52,375 RAAX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 52,375 sharesChange vs previous 13F +10,559 shares
0.31% of the 13F portfolio, value $2,077,716.
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 41,816 sharesChange vs previous 13F +9,002 shares
0.29% of the 13F portfolio, value $1,702,310.
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 32,814 sharesChange vs previous 13F +6,645 shares
0.21% of the 13F portfolio, value $1,146,177.
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 26,169 sharesChange vs previous 13F +373 shares
0.18% of the 13F portfolio, value $901,784.
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 25,796 sharesChange vs previous 13F +5,522 shares
0.18% of the 13F portfolio, value $800,966.
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 20,274 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $616,843.
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).