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Independence Wealth Advisors, LLC: XLY position timeline

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

Independence Wealth Advisors, LLC held 33,650 XLY 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 33,650 shares
    Change vs previous 13F -43,001 shares

    1.98% of the 13F portfolio, value $3,946,256.

    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 76,651 shares
    Change vs previous 13F +5,514 shares

    4.45% of the 13F portfolio, value $8,353,466.

    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 71,137 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $8,494,446.

    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).