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Disclosery

Innova Wealth Partners: XLY position timeline

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

Innova Wealth Partners held 2,934 XLY 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 2,934 shares
    Change vs previous 13F +900 shares

    0.14% of the 13F portfolio, value $344,100.

    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 2,034 shares
    Change vs previous 13F -33,524 shares

    0.11% of the 13F portfolio, value $221,665.

    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 35,558 shares
    Change vs previous 13F +16,899 shares

    2.14% of the 13F portfolio, value $4,245,981.

    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 18,659 shares
    Change vs previous 13F -2,090 shares

    2.42% of the 13F portfolio, value $4,471,443.

    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 20,749 shares
    Change vs previous 13F +20,749 shares

    2.65% of the 13F portfolio, value $4,509,380.

    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 0 shares
    Change vs previous 13F -26,247 shares

    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).

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

  7. period ended2024-12-31
    13F 26,247 shares
    Change vs previous 13F +24,937 shares

    3.71% of the 13F portfolio, value $5,888,514.

    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 1,310 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $262,485.

    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).