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Disclosery

Innovative Wealth Building LLC: AGG position timeline

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

Innovative Wealth Building LLC held 35,347 AGG 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 35,347 shares
    Change vs previous 13F -467 shares

    2.03% of the 13F portfolio, value $3,498,686.

    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 35,814 shares
    Change vs previous 13F -647 shares

    2.5% of the 13F portfolio, value $3,555,232.

    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 36,461 shares
    Change vs previous 13F -1,049 shares

    2.65% of the 13F portfolio, value $3,641,722.

    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 37,510 shares
    Change vs previous 13F -2,557 shares

    2.93% of the 13F portfolio, value $3,760,396.

    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 40,067 shares
    Change vs previous 13F +6,042 shares

    3.29% of the 13F portfolio, value $3,974,630.

    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 34,025 shares
    Change vs previous 13F -877 shares

    3.1% of the 13F portfolio, value $3,365,780.

    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 34,902 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $3,381,993.

    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).