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Disclosery

Innovative Wealth Building LLC: IUSV position timeline

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

Innovative Wealth Building LLC held 7,696 IUSV 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 7,696 shares
    Change vs previous 13F +161 shares

    0.49% of the 13F portfolio, value $847,687.

    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 7,535 shares
    Change vs previous 13F +93 shares

    0.54% of the 13F portfolio, value $770,453.

    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 7,442 shares
    Change vs previous 13F -17 shares

    0.56% of the 13F portfolio, value $763,077.

    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 7,459 shares
    Change vs previous 13F +41 shares

    0.58% of the 13F portfolio, value $745,551.

    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 7,418 shares
    Change vs previous 13F -6,414 shares

    0.58% of the 13F portfolio, value $701,954.

    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 13,832 shares
    Change vs previous 13F -17 shares

    1.18% of the 13F portfolio, value $1,276,577.

    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 13,849 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,282,282.

    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).