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Innovative Advisory Group, LLC: OZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Innovative Advisory Group, LLC on OZ, newest first. How the timeline and the estimate are built.

Innovative Advisory Group, LLC held 8,997 OZ shares at 2026-06-30 per its 13F-HR filed 2026-09-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,997 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $407,474.

    13F-HR 0001754960-26-000803 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 8,997 shares
    Change vs previous 13F -500 shares

    0.42% of the 13F portfolio, value $478,640.

    13F-HR 0001754960-26-000804 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 9,497 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $617,590.

    13F-HR 0001754960-26-000810 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F 9,497 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $607,808.

    13F-HR 0001754960-26-000809 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 9,497 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $607,903.

    13F-HR 0001754960-26-000808 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 9,497 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $612,557.

    13F-HR 0001754960-26-000807 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 9,497 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $735,068.

    13F-HR 0001754960-26-000806 filed by Innovative Advisory Group, LLC
    Accepted , ingested