Skip to content
Disclosery

Innovative Advisory Group, LLC: XBI position timeline

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

Innovative Advisory Group, LLC held 6,998 XBI 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 6,998 shares
    Change vs previous 13F +6,998 shares

    0.85% of the 13F portfolio, value $1,107,434.

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

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -21,787 shares

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

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

  3. period ended2025-12-31
    13F 21,787 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,656,489.

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