Skip to main content

Prevail Innovative Wealth Advisors, LLC

SEC CIK
0001989941
Latest filing
Jul 20, 2026

PAA holding history

Plains All American Pipeline LP 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.

PAA overviewAll 13F holders of PAAFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2024
Holdings of PAA by Prevail Innovative Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−94,107−100.0%Sold outHolders
Q4 202494,107$1.61M0.5%+8,536+10.0%AddedHolders
Q3 202485,571$1.49M0.5%+85,571NewHolders
Q2 20240$00.0%−110,700−100.0%Sold outHolders
Q1 2024110,700$1.94M0.7%+110,700NewHolders