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Independence Asset Advisors, LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independence Asset Advisors, LLC on IWD, newest first. How the timeline and the estimate are built.

Independence Asset Advisors, LLC held 37,250 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,250 shares
    Change vs previous 13F 0 shares

    2.35% of the 13F portfolio, value $9,030,518.

    13F-HR 0001376474-26-000490 filed by Independence Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 37,250 shares
    Change vs previous 13F 0 shares

    2.88% of the 13F portfolio, value $7,959,208.

    13F-HR 0001376474-26-000307 filed by Independence Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,250 shares
    Change vs previous 13F -306,319 shares

    4.32% of the 13F portfolio, value $7,835,165.

    13F-HR 0001376474-26-000092 filed by Independence Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 343,569 shares
    Change vs previous 13F +37,250 shares

    29.68% of the 13F portfolio, value $69,947,213.

    13F-HR 0001376474-25-000889 filed by Independence Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 306,319 shares
    Change vs previous 13F not available

    37.02% of the 13F portfolio, value $59,496,339.

    13F-HR 0001376474-25-000682 filed by Independence Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).