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Manager record

Innovative Asset Advisors Group, LLC

Shelton, CT · CIK 2127147 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$228.57MReported 13F valueQ2 2026 · as filed
287Holdings listed
+32.0%vs prior quartervalue change includes market moves
2Quarters on record
Aug 05Latest filed
Reported 13F value by quarter, Q1 2026 to Q2 2026Q1 2026: $173.2M$173.2MQ1 20261,040 holdingsQ2 2026: $228.6M$228.6MQ2 2026287 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 05 2026 13F-HR · period Q2 2026

$228.57M · 287 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$173.17M · 1,040 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 05, 2026 · Change methodology