Prevail Innovative Wealth Advisors, LLC
- SEC CIK
- 0001989941
- Latest filing
- Jul 20, 2026
BSM holding history
Black Stone Minerals, L.P. 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.
BSM overviewAll 13F holders of BSMFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −292,934−100.0% | Sold out | Holders |
| Q3 2024 | 292,934 | $4.42M | 1.3% | +91,598+45.5% | Added | Holders |
| Q2 2024 | 201,336 | $3.15M | 1.1% | +41,136+25.7% | Added | Holders |
| Q1 2024 | 160,200 | $2.56M | 1.0% | +160,200 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −20,386−100.0% | Sold out | Holders |
| Q2 2023 | 20,386 | $325.2K | 0.2% | – | No prior filing | Holders |