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Independent Wealth Advisors LLC: SHY position timeline

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

Independent Wealth Advisors LLC held 77,563 SHY 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 77,563 shares
    Change vs previous 13F +29,835 shares

    5.76% of the 13F portfolio, value $6,368,681.

    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 47,728 shares
    Change vs previous 13F +4,503 shares

    3.87% of the 13F portfolio, value $3,940,893.

    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 43,225 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $3,579,886.

    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).