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Disclosery

Innovative Wealth Building LLC: SPMO position timeline

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

Innovative Wealth Building LLC held 5,193 SPMO 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 5,193 shares
    Change vs previous 13F +1,119 shares

    0.49% of the 13F portfolio, value $838,813.

    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 4,074 shares
    Change vs previous 13F +1,579 shares

    0.32% of the 13F portfolio, value $456,760.

    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 2,495 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $297,702.

    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).