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CIK 0002062596 • 8 13F filings • Apr 24, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("innovative-wealth-building-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001667731-25-000520 |
| $110.6M |
| View |
| Nov 12, 2025 | Q3 2025 | 13F-HR | 0002085853-25-000247 | $128.3M | View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000838 | $172.1M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000918 | $120.6M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000554 | $142.2M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000527 | $108.5M | View |