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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC: VRIG position timeline

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

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 121,119 VRIG 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 121,119 shares
    Change vs previous 13F +26,990 shares

    0.45% of the 13F portfolio, value $3,036,453.

    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 94,129 shares
    Change vs previous 13F -11,667 shares

    0.4% of the 13F portfolio, value $2,356,520.

    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 105,796 shares
    Change vs previous 13F +15,655 shares

    0.48% of the 13F portfolio, value $2,655,480.

    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 90,141 shares
    Change vs previous 13F +30,903 shares

    0.44% of the 13F portfolio, value $2,262,539.

    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 59,238 shares
    Change vs previous 13F +13,992 shares

    0.33% of the 13F portfolio, value $1,483,912.

    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 45,246 shares
    Change vs previous 13F +14,097 shares

    0.3% of the 13F portfolio, value $1,134,770.

    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 31,149 shares
    Change vs previous 13F +7,496 shares

    0.23% of the 13F portfolio, value $782,307.

    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 23,653 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $593,336.

    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).