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Independent Wealth Advisors LLC: HEQT position timeline

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

Independent Wealth Advisors LLC held 204,845 HEQT 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 204,845 shares
    Change vs previous 13F +19,035 shares

    6.22% of the 13F portfolio, value $6,870,497.

    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 185,810 shares
    Change vs previous 13F +10,054 shares

    5.75% of the 13F portfolio, value $5,852,997.

    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).

  3. period ended2025-12-31
    13F 175,756 shares
    Change vs previous 13F not available

    5.88% of the 13F portfolio, value $5,632,985.

    13F-HR 0002085853-26-000610 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).