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Disclosery

Independent Wealth Advisors LLC: SPD position timeline

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

Independent Wealth Advisors LLC held 149,614 SPD 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 149,614 shares
    Change vs previous 13F +730 shares

    5.62% of the 13F portfolio, value $6,205,961.

    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 148,884 shares
    Change vs previous 13F +5,613 shares

    5.32% of the 13F portfolio, value $5,414,759.

    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 143,271 shares
    Change vs previous 13F not available

    5.87% of the 13F portfolio, value $5,624,817.

    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).