Prevail Innovative Wealth Advisors, LLC
- SEC CIK
- 0001989941
- Latest filing
- Jul 20, 2026
BRO holding history
Brown & Brown, Inc. in every 13F filed by Prevail Innovative Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BRO overviewAll 13F holders of BROFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,289
- Value
- $275.1K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,289 | $275.1K | <0.1% | +155+3.7% | Added | Holders |
| Q1 2026 | 4,134 | $269.6K | <0.1% | −103−2.4% | Reduced | Holders |
| Q4 2025 | 4,237 | $337.7K | 0.1% | +103+2.5% | Added | Holders |
| Q3 2025 | 4,134 | $387.7K | 0.1% | −4,865−54.1% | Reduced | Holders |
| Q2 2025 | 8,999 | $997.7K | 0.2% | −4,491−33.3% | Reduced | Holders |
| Q1 2025 | 13,490 | $1.68M | 0.4% | −3,953−22.7% | Reduced | Holders |
| Q4 2024 | 17,443 | $1.78M | 0.5% | 00.0% | Unchanged | Holders |
| Q3 2024 | 17,443 | $1.81M | 0.6% | 00.0% | Unchanged | Holders |
| Q2 2024 | 17,443 | $1.56M | 0.6% | −5,294−23.3% | Reduced | Holders |
| Q1 2024 | 22,737 | $1.99M | 0.7% | +19,579+620.0% | Added | Holders |
| Q4 2023 | 3,158 | $224.6K | 0.1% | +3,158 | New | Holders |