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Disclosery

Innovative Wealth Building LLC: MSFT position timeline

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

Innovative Wealth Building LLC held 2,929 MSFT 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 2,929 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,092,715.

    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 2,929 shares
    Change vs previous 13F +59 shares

    0.76% of the 13F portfolio, value $1,084,292.

    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 2,870 shares
    Change vs previous 13F +106 shares

    1.01% of the 13F portfolio, value $1,388,020.

    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 2,764 shares
    Change vs previous 13F +217 shares

    1.12% of the 13F portfolio, value $1,431,591.

    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 2,547 shares
    Change vs previous 13F +93 shares

    1.05% of the 13F portfolio, value $1,266,714.

    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 2,454 shares
    Change vs previous 13F +43 shares

    0.85% of the 13F portfolio, value $921,375.

    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 2,411 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,016,359.

    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).