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Disclosery

Innovative Wealth Building LLC: VUG position timeline

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

Innovative Wealth Building LLC held 21,501 VUG 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 21,501 shares
    Change vs previous 13F +18,148 shares

    1.08% of the 13F portfolio, value $1,852,093.

    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 3,353 shares
    Change vs previous 13F +394 shares

    1.03% of the 13F portfolio, value $1,464,519.

    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 2,959 shares
    Change vs previous 13F +400 shares

    1.05% of the 13F portfolio, value $1,443,385.

    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 2,559 shares
    Change vs previous 13F -33 shares

    0.96% of the 13F portfolio, value $1,227,176.

    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 2,592 shares
    Change vs previous 13F +562 shares

    0.94% of the 13F portfolio, value $1,136,237.

    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 2,030 shares
    Change vs previous 13F +673 shares

    0.69% of the 13F portfolio, value $752,791.

    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 1,357 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $557,045.

    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).