PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Holdings in JRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,000,481 | 148,015 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $2,161,196 | 152,725 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $1,771,441 | 132,136 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $1,537,926 | 119,683 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $1,214,676 | 100,839 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $857,152 | 63,142 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $418,710 | 34,646 | Shares | Sole | 2024-08-08 |