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Disclosery

Innovative Wealth Building LLC: DFUS position timeline

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

Innovative Wealth Building LLC held 79,244 DFUS 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 79,244 shares
    Change vs previous 13F -7,792 shares

    3.77% of the 13F portfolio, value $6,493,221.

    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 87,036 shares
    Change vs previous 13F -363 shares

    4.34% of the 13F portfolio, value $6,171,687.

    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 87,399 shares
    Change vs previous 13F -3,950 shares

    4.73% of the 13F portfolio, value $6,482,402.

    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 91,349 shares
    Change vs previous 13F -6,062 shares

    5.16% of the 13F portfolio, value $6,617,290.

    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 97,411 shares
    Change vs previous 13F -12,444 shares

    5.41% of the 13F portfolio, value $6,528,456.

    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 109,855 shares
    Change vs previous 13F -3,082 shares

    6.12% of the 13F portfolio, value $6,644,043.

    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 112,937 shares
    Change vs previous 13F not available

    6.51% of the 13F portfolio, value $7,199,713.

    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).