Invera Wealth Advisors, LLC
- SEC CIK
- 0001976780
- Latest filing
- Jul 29, 2026
STE holding history
STERIS plc in every 13F filed by Invera Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
STE overviewAll 13F holders of STEFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −4,054−100.0% | Sold out | Holders |
| Q1 2026 | 4,054 | $896.5K | 0.6% | +119+3.0% | Added | Holders |
| Q4 2025 | 3,935 | $997.6K | 0.6% | −299−7.1% | Reduced | Holders |
| Q3 2025 | 4,234 | $1.05M | 0.6% | +6+0.1% | Added | Holders |
| Q2 2025 | 4,228 | $1.02M | 0.7% | −1,878−30.8% | Reduced | Holders |
| Q1 2025 | 6,106 | $1.38M | 0.9% | +6,106 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −7,061−100.0% | Sold out | Holders |
| Q1 2024 | 7,061 | $1.42M | 1.2% | +3,484+97.4% | Added | Holders |
| Q4 2023 | 3,577 | $786.4K | 0.5% | – | No prior filing | Holders |