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Innovative Wealth Building LLC: SPYD position timeline

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

Innovative Wealth Building LLC held 50,494 SPYD 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 50,494 shares
    Change vs previous 13F +519 shares

    1.4% of the 13F portfolio, value $2,409,091.

    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 49,975 shares
    Change vs previous 13F -2,159 shares

    1.6% of the 13F portfolio, value $2,274,873.

    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 52,134 shares
    Change vs previous 13F -4,590 shares

    1.64% of the 13F portfolio, value $2,254,804.

    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 56,724 shares
    Change vs previous 13F -1,956 shares

    1.95% of the 13F portfolio, value $2,495,853.

    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 58,680 shares
    Change vs previous 13F -10,063 shares

    2.06% of the 13F portfolio, value $2,490,376.

    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 68,743 shares
    Change vs previous 13F -7,233 shares

    2.8% of the 13F portfolio, value $3,042,561.

    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 75,976 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $3,285,214.

    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).