Innovative Wealth Building LLCETFConcentrated long-term

CIK: 0002062596 | California, MD

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	86	$180.7M	2026-10-14	SEC ↗
Q2 2026	13F-HR	84	$172.1M	2026-07-23	SEC ↗
Q1 2026	13F-HR	70	$142.2M	2026-05-04	SEC ↗
Q4 2025	13F-HR	61	$137.2M	2026-02-17	SEC ↗
Q3 2025	13F-HR	55	$128.3M	2025-11-12	SEC ↗
Q2 2025	13F-HR	51	$120.6M	2025-07-22	SEC ↗
Q1 2025	13F-HR	50	$108.5M	2025-04-25	SEC ↗
Q4 2024	13F-HR	52	$110.6M	2025-04-24	SEC ↗