Number of Shares
30,153
Previous 26,609 13.32%
Holding current value
$836 Million
Previous $720 Million 16.21%
% of portfolio
0.65%
Previous 0.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
N/A
3,544 Added 13.32%
30,153 $836 Million
Q2 2025

Jul 22, 2025

BUY
N/A
8,372 Added 45.91%
26,609 $720 Million
Q1 2025

Apr 25, 2025

BUY
N/A
1,695 Added 10.25%
18,237 $486 Million
Q4 2024

Apr 24, 2025

BUY
N/A
16,542 New
16,542 $432 Million
Track This Portfolio

Track Innovative Wealth Building LLC Portfolio

Follow Innovative Wealth Building LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Innovative Wealth Building LLC, based on Form 13F filings with the SEC.

News

Stay updated on Innovative Wealth Building LLC with notifications on news.