Skip to main content

Prevail Innovative Wealth Advisors, LLC

SEC CIK
0001989941
Latest filing
Jul 20, 2026

KREF holding history

KKR Real Estate Finance Trust 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.

KREF overviewAll 13F holders of KREFFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2024
Holdings of KREF by Prevail Innovative Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−157,638−100.0%Sold outHolders
Q3 2025157,638$1.42M0.3%+157,638NewHolders
Q2 20250$00.0%−162,286−100.0%Sold outHolders
Q1 2025162,286$1.75M0.5%+8,895+5.8%AddedHolders
Q4 2024153,391$1.55M0.4%+134,459+710.2%AddedHolders
Q3 202418,932$233.8K0.1%+18,932NewHolders