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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC: XEVVX position timeline

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

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 0 XEVVX shares at 2026-03-31 per its 13F-HR filed 2026-04-30.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -206,016 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 206,016 shares
    Change vs previous 13F +8,186 shares

    0.37% of the 13F portfolio, value $2,041,619.

    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).

  3. period ended2025-09-30
    13F 197,830 shares
    Change vs previous 13F +34,638 shares

    0.39% of the 13F portfolio, value $2,007,975.

    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).

  4. period ended2025-06-30
    13F 163,192 shares
    Change vs previous 13F +16,473 shares

    0.38% of the 13F portfolio, value $1,674,346.

    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).

  5. period ended2025-03-31
    13F 146,719 shares
    Change vs previous 13F +24,268 shares

    0.39% of the 13F portfolio, value $1,464,256.

    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).

  6. period ended2024-12-31
    13F 122,451 shares
    Change vs previous 13F +15,444 shares

    0.35% of the 13F portfolio, value $1,196,346.

    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).

  7. period ended2024-09-30
    13F 107,007 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,124,644.

    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).