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Innovative Wealth Building LLC: DGRO position timeline

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

Innovative Wealth Building LLC held 56,201 DGRO 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 56,201 shares
    Change vs previous 13F -3,149 shares

    2.47% of the 13F portfolio, value $4,259,436.

    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 59,350 shares
    Change vs previous 13F -564 shares

    2.93% of the 13F portfolio, value $4,165,150.

    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 59,914 shares
    Change vs previous 13F +1,334 shares

    3.03% of the 13F portfolio, value $4,159,239.

    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 58,580 shares
    Change vs previous 13F -6,757 shares

    3.11% of the 13F portfolio, value $3,988,136.

    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 65,337 shares
    Change vs previous 13F -4,820 shares

    3.46% of the 13F portfolio, value $4,177,666.

    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 70,157 shares
    Change vs previous 13F -1,967 shares

    3.99% of the 13F portfolio, value $4,334,308.

    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 72,124 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $4,424,069.

    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).