Prevail Innovative Wealth Advisors, LLC
- SEC CIK
- 0001989941
- Latest filing
- Jul 20, 2026
CIVI holding history
Civitas Resources, 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.
CIVI overviewAll 13F holders of CIVIFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −72,637−100.0% | Sold out | Holders |
| Q3 2024 | 72,637 | $3.68M | 1.1% | +12,768+21.3% | Added | Holders |
| Q2 2024 | 59,869 | $4.13M | 1.5% | +7,515+14.4% | Added | Holders |
| Q1 2024 | 52,354 | $3.97M | 1.5% | +28,874+123.0% | Added | Holders |
| Q4 2023 | 23,480 | $1.61M | 0.8% | +23,480 | New | Holders |