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Disclosery

Innova Wealth Partners: XLC position timeline

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

Innova Wealth Partners held 4,057 XLC 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 4,057 shares
    Change vs previous 13F +948 shares

    0.18% of the 13F portfolio, value $434,626.

    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 3,109 shares
    Change vs previous 13F -37,010 shares

    0.16% of the 13F portfolio, value $344,664.

    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 40,119 shares
    Change vs previous 13F -1,998 shares

    2.38% of the 13F portfolio, value $4,722,809.

    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 42,117 shares
    Change vs previous 13F -4,824 shares

    2.69% of the 13F portfolio, value $4,985,389.

    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 ended2025-06-30
    13F 46,941 shares
    Change vs previous 13F -3,932 shares

    2.99% of the 13F portfolio, value $5,094,507.

    13F-HR 0001888831-25-000004 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).

  6. period ended2025-03-31
    13F 50,873 shares
    Change vs previous 13F -8,986 shares

    3.04% of the 13F portfolio, value $4,906,701.

    13F-HR 0001888831-25-000003 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).

  7. period ended2024-12-31
    13F 59,859 shares
    Change vs previous 13F +55,567 shares

    3.65% of the 13F portfolio, value $5,794,950.

    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).

  8. period ended2024-09-30
    13F 4,292 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $387,997.

    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).