Skip to content

Innovative Wealth Building LLC: AAPL position timeline

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

Innovative Wealth Building LLC held 5,182 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,182 shares
    Change vs previous 13F +122 shares

    0.87% of the 13F portfolio, value $1,499,443.

    13F-HR 0002085853-26-000838 filed by Innovative Wealth Building LLC
    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 5,060 shares
    Change vs previous 13F +289 shares

    0.9% of the 13F portfolio, value $1,284,288.

    13F-HR 0002085853-26-000554 filed by Innovative Wealth Building LLC
    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 4,771 shares
    Change vs previous 13F +118 shares

    0.95% of the 13F portfolio, value $1,297,141.

    13F-HR 0002085853-26-000268 filed by Innovative Wealth Building LLC
    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 4,653 shares
    Change vs previous 13F +159 shares

    0.92% of the 13F portfolio, value $1,184,867.

    13F-HR 0002085853-25-000247 filed by Innovative Wealth Building LLC
    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 4,494 shares
    Change vs previous 13F -17 shares

    0.76% of the 13F portfolio, value $921,992.

    13F-HR 0001667731-25-000918 filed by Innovative Wealth Building LLC
    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 4,511 shares
    Change vs previous 13F +61 shares

    0.92% of the 13F portfolio, value $1,002,012.

    13F-HR 0001667731-25-000527 filed by Innovative Wealth Building LLC
    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 4,450 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,114,320.

    13F-HR 0001667731-25-000520 filed by Innovative Wealth Building LLC
    Filed (acceptance time not in the bulk data set), ingested

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