Prevail Innovative Wealth Advisors, LLC
- SEC CIK
- 0001989941
- Latest filing
- Jul 20, 2026
HTBK holding history
Heritage Commerce Corp 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.
HTBK overviewAll 13F holders of HTBKFull Q2 2026 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −118,401−100.0% | Sold out | Holders |
| Q1 2024 | 118,401 | $1.02M | 0.4% | −84,666−41.7% | Reduced | Holders |
| Q4 2023 | 203,067 | $2.01M | 1.0% | +13,455+7.1% | Added | Holders |
| Q3 2023 | 189,612 | $1.61M | 0.8% | +189,612 | New | Holders |