Prevail Innovative Wealth Advisors, LLC
- SEC CIK
- 0001989941
- Latest filing
- Jul 20, 2026
NMFC holding history
New Mountain Finance 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.
NMFC overviewAll 13F holders of NMFCFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −182,461−100.0% | Sold out | Holders |
| Q2 2025 | 182,461 | $1.92M | 0.4% | −9,820−5.1% | Reduced | Holders |
| Q1 2025 | 192,281 | $2.12M | 0.6% | +13,907+7.8% | Added | Holders |
| Q4 2024 | 178,374 | $2.01M | 0.6% | −12,899−6.7% | Reduced | Holders |
| Q3 2024 | 191,273 | $2.29M | 0.7% | −2,567−1.3% | Reduced | Holders |
| Q2 2024 | 193,840 | $2.37M | 0.8% | −7,224−3.6% | Reduced | Holders |
| Q1 2024 | 201,064 | $2.55M | 0.9% | +17,352+9.4% | Added | Holders |
| Q4 2023 | 183,712 | $2.34M | 1.1% | +117,153+176.0% | Added | Holders |
| Q3 2023 | 66,559 | $861.9K | 0.4% | +66,559 | New | Holders |