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Prevail Innovative Wealth Advisors, LLC

SEC CIK
0001989941
Latest filing
Jul 20, 2026

C holding history

Citigroup 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
26,923
Value
$3.77M
% of portfolio
0.6%
Quarters held
2
Since Q1 2026
Holdings of C by Prevail Innovative Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,923$3.77M0.6%−11,431−29.8%ReducedHolders
Q1 202638,354$4.35M0.7%+38,354NewHolders