Invera Wealth Advisors, LLC

Entity
Company
Business address
70 Sw Century Drive, Ste 100 Pmb 5056, 97702 Bend, OR
Phone
541-647-1980
Fiscal year end
December 31
13F signature
Shenandoah Sampson - CCO
All SEC filings
View on sec.gov
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Invera Wealth Advisors, LLC has filed 11 SEC EDGAR filings since 1/17/2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Oct 29, 2025 Sep 30, 2025 028-23505
13F-HR/A Open Document Open Filing Oct 29, 2025 Mar 31, 2025 028-23505
13F-HR Open Document Open Filing Oct 29, 2025 Jun 30, 2025 028-23505
13F-HR Open Document Open Filing May 2, 2025 Mar 31, 2025 028-23505
13F-HR Open Document Open Filing Feb 3, 2025 Dec 31, 2024 028-23505
13F-HR Open Document Open Filing Nov 12, 2024 Sep 30, 2024 028-23505
N-PX Open Document Open Filing Aug 15, 2024 Jun 30, 2024 028-23505
13F-HR Open Document Open Filing Aug 7, 2024 Jun 30, 2024 028-23505
13F-HR/A Open Document Open Filing Apr 22, 2024 Dec 31, 2023 028-23505
13F-HR Open Document Open Filing Apr 22, 2024 Mar 31, 2024 028-23505
13F-HR Open Document Open Filing Jan 17, 2024 Dec 31, 2023 028-23505