Innovative Wealth Building LLC: SHV position timeline

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

Innovative Wealth Building LLC held 3,614 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

period ended2026-06-30
13F 3,614 shares
Change vs previous 13F +1,399 shares
0.23% of the 13F portfolio, value $398,805.
13F-HR 0002085853-26-000838 filed by Innovative Wealth Building LLC
Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,215 shares
Change vs previous 13F not available
0.17% of the 13F portfolio, value $244,514.
13F-HR 0002085853-26-000554 filed by Innovative Wealth Building LLC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).