Skip to main content

Prevail Innovative Wealth Advisors, LLC

SEC CIK
0001989941
Latest filing
Jul 20, 2026

STWD holding history

Starwood Property 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.

STWD overviewAll 13F holders of STWDFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2023
Holdings of STWD by Prevail Innovative Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−122,959−100.0%Sold outHolders
Q1 2026122,959$2.12M0.4%+41,919+51.7%AddedHolders
Q4 202581,040$1.46M0.3%+4,614+6.0%AddedHolders
Q3 202576,426$1.48M0.3%−83,884−52.3%ReducedHolders
Q2 2025160,310$3.22M0.7%−117,557−42.3%ReducedHolders
Q1 2025277,867$5.49M1.5%+33,486+13.7%AddedHolders
Q4 2024244,381$4.63M1.3%+48,355+24.7%AddedHolders
Q3 2024196,026$4.00M1.2%+196,026NewHolders
Q3 20230$00.0%−10,342−100.0%Sold outHolders
Q2 202310,342$200.6K0.1%–No prior filingHolders