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Disclosery

Innovative Wealth Building LLC: IVV position timeline

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

Innovative Wealth Building LLC held 11,941 IVV 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 11,941 shares
    Change vs previous 13F -450 shares

    5.19% of the 13F portfolio, value $8,942,217.

    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 12,391 shares
    Change vs previous 13F +1,645 shares

    5.69% of the 13F portfolio, value $8,094,004.

    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 10,746 shares
    Change vs previous 13F +349 shares

    5.37% of the 13F portfolio, value $7,360,185.

    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 10,397 shares
    Change vs previous 13F -618 shares

    5.42% of the 13F portfolio, value $6,958,975.

    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 11,015 shares
    Change vs previous 13F -267 shares

    5.67% of the 13F portfolio, value $6,838,918.

    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 11,282 shares
    Change vs previous 13F -271 shares

    5.84% of the 13F portfolio, value $6,339,358.

    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 11,553 shares
    Change vs previous 13F not available

    6.15% of the 13F portfolio, value $6,801,159.

    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).