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Independence Wealth Advisors, LLC: BCI position timeline

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

Independence Wealth Advisors, LLC held 413,098 BCI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 413,098 shares
    Change vs previous 13F +208,502 shares

    4.63% of the 13F portfolio, value $9,228,649.

    13F-HR 0002085853-26-001015 filed by Independence Wealth 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 204,596 shares
    Change vs previous 13F -18,588 shares

    2.65% of the 13F portfolio, value $4,969,637.

    13F-HR 0002085853-26-000421 filed by Independence Wealth 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 223,184 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $4,358,784.

    13F-HR 0002085853-26-000025 filed by Independence Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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