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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC: SCHB position timeline

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

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 53,774 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,774 shares
    Change vs previous 13F -840 shares

    0.23% of the 13F portfolio, value $1,557,281.

    13F-HR 0001104659-26-084978 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 54,614 shares
    Change vs previous 13F +3,382 shares

    0.23% of the 13F portfolio, value $1,370,811.

    13F-HR 0001104659-26-052511 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,232 shares
    Change vs previous 13F +6,280 shares

    0.24% of the 13F portfolio, value $1,343,815.

    13F-HR 0001104659-26-011384 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 44,952 shares
    Change vs previous 13F +1,338 shares

    0.22% of the 13F portfolio, value $1,155,716.

    13F-HR 0001104659-25-110880 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,614 shares
    Change vs previous 13F +9,631 shares

    0.23% of the 13F portfolio, value $1,039,322.

    13F-HR 0001104659-25-078844 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,983 shares
    Change vs previous 13F +1,120 shares

    0.19% of the 13F portfolio, value $731,654.

    13F-HR 0001104659-25-043873 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,863 shares
    Change vs previous 13F +25,504 shares

    0.22% of the 13F portfolio, value $745,990.

    13F-HR 0001104659-25-012074 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,359 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $489,521.

    13F-HR 0001104659-24-117440 filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).