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Disclosery

Innovative Wealth Building LLC: JEPI position timeline

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

Innovative Wealth Building LLC held 55,531 JEPI 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 55,531 shares
    Change vs previous 13F +36,490 shares

    1.82% of the 13F portfolio, value $3,136,406.

    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 19,041 shares
    Change vs previous 13F -5,143 shares

    0.76% of the 13F portfolio, value $1,079,254.

    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 24,184 shares
    Change vs previous 13F -1,195 shares

    1.01% of the 13F portfolio, value $1,384,279.

    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 25,379 shares
    Change vs previous 13F +6,573 shares

    1.13% of the 13F portfolio, value $1,449,113.

    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 18,806 shares
    Change vs previous 13F +1,053 shares

    0.89% of the 13F portfolio, value $1,069,136.

    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 17,753 shares
    Change vs previous 13F +10,420 shares

    0.93% of the 13F portfolio, value $1,014,410.

    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 7,333 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $421,865.

    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).