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Prevail Innovative Wealth Advisors, LLC

SEC CIK
0001989941
Latest filing
Jul 20, 2026

SPGI holding history

S&P Global 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.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2025
Holdings of SPGI by Prevail Innovative Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−9,451−100.0%Sold outHolders
Q4 20259,451$4.94M0.9%+1,350+16.7%AddedHolders
Q3 20258,101$3.94M0.8%+845+11.6%AddedHolders
Q2 20257,256$3.83M0.9%+7,256NewHolders