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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC: VRP position timeline

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

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 29,065 VRP 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 29,065 shares
    Change vs previous 13F -62,947 shares

    0.11% of the 13F portfolio, value $706,570.

    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 92,012 shares
    Change vs previous 13F +6,441 shares

    0.37% of the 13F portfolio, value $2,206,448.

    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 85,571 shares
    Change vs previous 13F +10,405 shares

    0.37% of the 13F portfolio, value $2,081,942.

    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 75,166 shares
    Change vs previous 13F +27,858 shares

    0.36% of the 13F portfolio, value $1,856,600.

    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 47,308 shares
    Change vs previous 13F +10,703 shares

    0.26% of the 13F portfolio, value $1,156,681.

    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 36,605 shares
    Change vs previous 13F +10,832 shares

    0.24% of the 13F portfolio, value $887,305.

    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 25,773 shares
    Change vs previous 13F +6,601 shares

    0.18% of the 13F portfolio, value $623,449.

    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 19,172 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $468,947.

    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).