Skip to content
Disclosery

Independent Wealth Advisors LLC: HDG position timeline

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

Independent Wealth Advisors LLC held 17,434 HDG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,434 shares
    Change vs previous 13F +11,647 shares

    0.86% of the 13F portfolio, value $954,008.

    13F-HR 0002085853-26-000876 filed by Independent 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 5,787 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $298,307.

    13F-HR 0002085853-26-000611 filed by Independent Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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