Skip to content
Disclosery

Innovative Wealth Building LLC: USHY position timeline

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

Innovative Wealth Building LLC held 49,532 USHY 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 49,532 shares
    Change vs previous 13F -5,027 shares

    1.07% of the 13F portfolio, value $1,833,692.

    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 54,559 shares
    Change vs previous 13F +3,256 shares

    1.41% of the 13F portfolio, value $2,009,971.

    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 51,303 shares
    Change vs previous 13F -11,510 shares

    1.4% of the 13F portfolio, value $1,918,475.

    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 62,813 shares
    Change vs previous 13F -7,687 shares

    1.85% of the 13F portfolio, value $2,373,073.

    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 70,500 shares
    Change vs previous 13F -11,423 shares

    2.19% of the 13F portfolio, value $2,644,443.

    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 81,923 shares
    Change vs previous 13F -7,705 shares

    2.78% of the 13F portfolio, value $3,015,590.

    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 89,628 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $3,297,428.

    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).