Prevail Innovative Wealth Advisors, LLC

SEC CIK: 0001989941
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

USB holding history

US Bancorp DE 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.

USB overview All 13F holders of USB Full Q2 2026 holdings

Shares (Q2 2026): 58,836
Value: $3.55M
% of portfolio: 0.5%
Quarters held: 5; Since Q2 2025

Holdings of USB by Prevail Innovative Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	58,836	$3.55M	0.5%	+15,283+35.1%	Added	Holders
Q1 2026	43,553	$2.27M	0.4%	+5,454+14.3%	Added	Holders
Q4 2025	38,099	$2.03M	0.4%	+5,583+17.2%	Added	Holders
Q3 2025	32,516	$1.57M	0.3%	+16,233+99.7%	Added	Holders
Q2 2025	16,283	$736.8K	0.2%	+16,283	New	Holders