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Independence Wealth Advisors, LLC: XLV position timeline

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

Independence Wealth Advisors, LLC held 53,394 XLV 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 53,394 shares
    Change vs previous 13F +29,785 shares

    4.25% of the 13F portfolio, value $8,470,952.

    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 23,609 shares
    Change vs previous 13F -28,482 shares

    1.84% of the 13F portfolio, value $3,461,382.

    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 52,091 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $8,063,760.

    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).