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Disclosery

Innovative Wealth Building LLC: SPYV position timeline

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

Innovative Wealth Building LLC held 3,767 SPYV 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 3,767 shares
    Change vs previous 13F +3,767 shares

    0.13% of the 13F portfolio, value $228,966.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -4,136 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 4,136 shares
    Change vs previous 13F +41 shares

    0.18% of the 13F portfolio, value $228,855.

    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).

  4. period ended2025-06-30
    13F 4,095 shares
    Change vs previous 13F -5,474 shares

    0.18% of the 13F portfolio, value $214,348.

    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).

  5. period ended2025-03-31
    13F 9,569 shares
    Change vs previous 13F -3,324 shares

    0.45% of the 13F portfolio, value $488,705.

    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).

  6. period ended2024-12-31
    13F 12,893 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $659,344.

    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).