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Innovative Advisory Group, LLC

SEC CIK
0002156202
Latest filing
Sep 21, 2026

WPM holding history

Wheaton Precious Metals Corp. in every 13F filed by Innovative Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WPM overviewAll 13F holders of WPMFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2024
Holdings of WPM by Innovative Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−332−100.0%Sold outHolders
Q4 2025332$39.0K<0.1%−126−27.5%ReducedHolders
Q3 2025458$51.2K<0.1%−420−47.8%ReducedHolders
Q2 2025878$78.8K0.1%00.0%UnchangedHolders
Q1 2025878$68.2K0.1%00.0%UnchangedHolders
Q4 2024878$49.4K<0.1%–No prior filingHolders