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Invera Wealth Advisors, LLC → GOOGN

Invera Wealth Advisors, LLC GOOGN Position History

Alphabet Inc. Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock • Technology

Quarters held
12
Latest value
$5.8M
Q3 2026
Peak value
$6.8M
First seen
Q1 2025

Dollar value over time

Show data table
PeriodPosition value
Q1 2025$3.8M
Q2 2025$4.3M
Q3 2025$203K
Q3 2025$5.8M
Q4 2025$261K
Q4 2025$6.8M
Q1 2026$239K
Q1 2026$6M
Q2 2026$294K
Q2 2026$6M
Q3 2026$284K
Q3 2026$5.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.8M17.0K——
Q3 2026$284K833——
Q2 2026$6M16.7K——
Q2 2026$294K833——
Q1 2026$6M20.8K——
Q1 2026$239K833——
Q4 2025$6.8M21.8K——
Q4 2025$261K833——
Q3 2025$5.8M24.1K——
Q3 2025$203K833——
Q2 2025$4.3M24.6K——
Q1 2025$3.8M24.7K——

Other funds holding GOOGN

Other Invera Wealth Advisors, LLC positions

ETHA

ISHARES TR

$8M
AAPL

APPLE INC

$7.6M
ETHA

ISHARES TR

$7.5M
MSFT

MICROSOFT CORP

$7.3M
ETHA

ISHARES TR

$7.1M
ETHA

ISHARES TR

$7M
ETHA

ISHARES TR

$7M
MSFT

MICROSOFT CORP

$6.9M