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Disclosery

Innovative Wealth Building LLC: SPYG position timeline

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

Innovative Wealth Building LLC held 5,401 SPYG 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 5,401 shares
    Change vs previous 13F -637 shares

    0.37% of the 13F portfolio, value $642,639.

    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 6,038 shares
    Change vs previous 13F -11 shares

    0.42% of the 13F portfolio, value $591,170.

    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 6,049 shares
    Change vs previous 13F -229 shares

    0.47% of the 13F portfolio, value $645,439.

    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 6,278 shares
    Change vs previous 13F +299 shares

    0.51% of the 13F portfolio, value $656,123.

    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 5,979 shares
    Change vs previous 13F -5,284 shares

    0.47% of the 13F portfolio, value $569,919.

    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 11,263 shares
    Change vs previous 13F -395 shares

    0.83% of the 13F portfolio, value $905,170.

    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 11,658 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,024,730.

    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).