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Disclosery

Innovative Wealth Building LLC: INCM position timeline

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

Innovative Wealth Building LLC held 32,773 INCM 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 32,773 shares
    Change vs previous 13F +2,690 shares

    0.55% of the 13F portfolio, value $945,666.

    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 30,083 shares
    Change vs previous 13F +762 shares

    0.61% of the 13F portfolio, value $864,890.

    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 29,321 shares
    Change vs previous 13F -832 shares

    0.6% of the 13F portfolio, value $822,169.

    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 30,153 shares
    Change vs previous 13F +3,544 shares

    0.65% of the 13F portfolio, value $836,443.

    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 26,609 shares
    Change vs previous 13F +8,372 shares

    0.6% of the 13F portfolio, value $719,760.

    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 18,237 shares
    Change vs previous 13F +1,695 shares

    0.45% of the 13F portfolio, value $485,648.

    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 16,542 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $431,759.

    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).