Skip to content
Disclosery

Independence Wealth Advisors, LLC: XLC position timeline

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

Independence Wealth Advisors, LLC held 31,379 XLC 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 31,379 shares
    Change vs previous 13F +1,737 shares

    1.69% of the 13F portfolio, value $3,361,745.

    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 29,642 shares
    Change vs previous 13F +3,549 shares

    1.75% of the 13F portfolio, value $3,286,069.

    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 26,093 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $3,071,688.

    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).