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CIK 0001989941 • 7 13F filings • May 2, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("prevail-innovative-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001104659-25-110880 |
| $515.1M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001104659-26-084978 | $671.3M | View |
| Aug 15, 2025 | Q2 2025 | 13F-HR | 0001104659-25-078844 | $445.5M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001104659-26-052511 | $594.1M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001104659-25-043873 | $375.4M | View |