Innovative Asset Advisors Group, LLC
Position in PBI — Pitney Bowes Inc /De/
CIK 2127147
SHELTON, CT
Position in PBI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$175,918
+$64,965 QoQ
Shares Held
10,041
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#249
of 348 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBI Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Innovative Asset Advisors Group, LLC holds $175,918 across 1 Integrated Freight & Logistics name. PBI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBI |
Pitney Bowes Inc /De/
This page
|
10,041 | $175,918 |
All Filings in PBI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,918 | 10,041 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $110,953 | 10,041 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||