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Innovative Wealth Building LLC: VOO position timeline

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

Innovative Wealth Building LLC held 89,416 VOO 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 89,416 shares
    Change vs previous 13F +2,677 shares

    35.68% of the 13F portfolio, value $61,411,999.

    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 86,739 shares
    Change vs previous 13F +5,646 shares

    36.46% of the 13F portfolio, value $51,830,847.

    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 81,093 shares
    Change vs previous 13F +7,998 shares

    37.07% of the 13F portfolio, value $50,855,789.

    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 73,095 shares
    Change vs previous 13F +1,805 shares

    34.89% of the 13F portfolio, value $44,762,019.

    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 71,290 shares
    Change vs previous 13F +3,901 shares

    33.57% of the 13F portfolio, value $40,495,079.

    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 67,389 shares
    Change vs previous 13F +4,148 shares

    31.91% of the 13F portfolio, value $34,631,732.

    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 63,241 shares
    Change vs previous 13F not available

    30.82% of the 13F portfolio, value $34,075,148.

    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).