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Innova Wealth Partners: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Innova Wealth Partners on XLB, newest first. How the timeline and the estimate are built.

Innova Wealth Partners held 73,527 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,527 shares
    Change vs previous 13F +2,409 shares

    1.55% of the 13F portfolio, value $3,737,377.

    13F-HR 0001888831-26-000003 filed by Innova Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 71,118 shares
    Change vs previous 13F -7,313 shares

    1.69% of the 13F portfolio, value $3,553,766.

    13F-HR 0001888831-26-000002 filed by Innova Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 78,431 shares
    Change vs previous 13F +35,578 shares

    1.79% of the 13F portfolio, value $3,556,846.

    13F-HR 0001888831-26-000001 filed by Innova Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,853 shares
    Change vs previous 13F +42,853 shares

    2.08% of the 13F portfolio, value $3,840,486.

    13F-HR 0001888831-25-000007 filed by Innova Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,588 shares

    13F-HR 0001888831-25-000002 filed by Innova Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 2,588 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $249,431.

    13F-HR 0001606507-24-000009 filed by Innova Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).