Prevail Innovative Wealth Advisors, LLC

SEC CIK: 0001989941
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

FRT holding history

Federal Realty Investment Trust 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.

FRT overview All 13F holders of FRT Full Q2 2026 holdings

Shares (Q2 2026): 55,595
Value: $6.86M
% of portfolio: 1.0%
Quarters held: 5; Since Q2 2025

Holdings of FRT by Prevail Innovative Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	55,595	$6.86M	1.0%	+4,054+7.9%	Added	Holders
Q1 2026	51,541	$5.47M	0.9%	+3,105+6.4%	Added	Holders
Q4 2025	48,436	$4.88M	0.9%	+2,108+4.6%	Added	Holders
Q3 2025	46,328	$4.69M	0.9%	+9,160+24.6%	Added	Holders
Q2 2025	37,168	$3.53M	0.8%	+37,168	New	Holders