Skip to content
Disclosery

Independent Wealth Advisors LLC: PSL position timeline

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

Independent Wealth Advisors LLC held 2,306 PSL 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 2,306 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $258,302.

    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 2,305 shares
    Change vs previous 13F -203 shares

    0.25% of the 13F portfolio, value $250,162.

    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 2,508 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $251,919.

    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).