Innovative Wealth Building LLC: VLUE position timeline

Innovative Wealth Building LLC held 4,612 VLUE 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 4,612 shares

   Change vs previous 13F -295 shares

   0.54% of the 13F portfolio, value $921,509.

   13F-HR 0002085853-26-000838 filed by Innovative Wealth Building LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,907 shares

   Change vs previous 13F -550 shares

   0.49% of the 13F portfolio, value $697,721.

   13F-HR 0002085853-26-000554 filed by Innovative Wealth Building LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 5,457 shares

   Change vs previous 13F -833 shares

   0.54% of the 13F portfolio, value $746,083.

   13F-HR 0002085853-26-000268 filed by Innovative Wealth Building LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 6,290 shares

   Change vs previous 13F -2,004 shares

   0.61% of the 13F portfolio, value $786,528.

   13F-HR 0002085853-25-000247 filed by Innovative Wealth Building LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,294 shares

   Change vs previous 13F -861 shares

   0.78% of the 13F portfolio, value $938,995.

   13F-HR 0001667731-25-000918 filed by Innovative Wealth Building LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 9,155 shares

   Change vs previous 13F -345 shares

   0.9% of the 13F portfolio, value $976,421.

   13F-HR 0001667731-25-000527 filed by Innovative Wealth Building LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 9,500 shares

   Change vs previous 13F not available

   0.91% of the 13F portfolio, value $1,003,337.

   13F-HR 0001667731-25-000520 filed by Innovative Wealth Building LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).