Innovative Asset Advisors Group, LLC
Position in BWFG — Bankwell Financial Group, Inc.
CIK 2127147
SHELTON, CT
Position in BWFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,580,433
New position
Shares Held
26,901
first reported quarter
Ownership
0.337%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#31
of 125 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Innovative Asset Advisors Group, LLC holds $1,580,433 across 1 Banks - Regional name. BWFG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWFG |
Bankwell Financial Group, Inc.
This page
|
26,901 | $1,580,433 |
All Filings in BWFG
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,580,433 | 26,901 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||