Invera Wealth Advisors, LLC

Position in EW — Edwards Lifesciences Corp

CIK 1976780 BEND, OR

Position in EW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,045,265

+$154,135 QoQ

Shares Held

11,555

+3.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#587

of 1,315 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Invera Wealth Advisors, LLC holds $3,128,969 across 4 Medical Devices names. EW ranks #1 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EW	Edwards Lifesciences Corp This page	11,555	$1,045,265
2	DXCM	Dexcom Inc	14,101	$949,702
3	ABT	Abbott Laboratories	8,292	$752,416
4	SYK	Stryker Corp	1,212	$381,586

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,045,265	11,555	+3.8%	Shares	Sole	2026-07-29
2026-03-31	$891,130	11,128	-3.1%	Shares	Sole	2026-04-22
2025-12-31	$979,181	11,486	-4.5%	Shares	Sole	2026-01-23
2025-09-30	$935,262	12,026	+0.2%	Shares	Sole	2025-10-29
2025-06-30	$938,285	11,997	-57.0%	Shares	Sole	2025-10-29
2025-03-31	$2,024,004	27,925	-10.1%	Shares	Sole	2025-10-29
2024-03-31	$2,969,813	31,078	+70.1%	Shares	Sole	2024-04-22
2023-12-31	$1,393,011	18,269	—	Shares	Sole	2024-04-22
No filing history on record for this holder in this stock.