PREVAIL INNOVATIVE WEALTH ADVISORS, LLC: XJQCX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC on XJQCX, newest first. How the timeline and the estimate are built.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 0 XJQCX shares at 2026-03-31 per its 13F-HR filed 2026-04-30.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -453,908 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 453,908 sharesChange vs previous 13F +23,503 shares
0.41% of the 13F portfolio, value $2,278,618.
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 430,405 sharesChange vs previous 13F +75,725 shares
0.44% of the 13F portfolio, value $2,268,234.
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 354,680 sharesChange vs previous 13F +92,833 shares
0.43% of the 13F portfolio, value $1,911,726.
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 261,847 sharesChange vs previous 13F +37,268 shares
0.38% of the 13F portfolio, value $1,408,739.
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).
- period ended2024-12-3113F 224,579 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $1,277,855.
13F-HR 0001104659-25-012074 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).