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Prevail Innovative Wealth Advisors, LLC

SEC CIK
0001989941
Latest filing
Jul 20, 2026

CTO holding history

CTO Realty Growth, 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.

CTO overviewAll 13F holders of CTOFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2024
Holdings of CTO by Prevail Innovative Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−360,108−100.0%Sold outHolders
Q3 2025360,108$5.87M1.1%+103,648+40.4%AddedHolders
Q2 2025256,460$4.43M1.0%+21,625+9.2%AddedHolders
Q1 2025234,835$4.53M1.2%+31,294+15.4%AddedHolders
Q4 2024203,541$4.01M1.2%+115,146+130.3%AddedHolders
Q3 202488,395$1.68M0.5%+88,395NewHolders