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Independent Wealth Advisors LLC: SPY position timeline

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

Independent Wealth Advisors LLC held 4,513 SPY 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 4,513 shares
    Change vs previous 13F +70 shares

    3.05% of the 13F portfolio, value $3,370,352.

    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 4,443 shares
    Change vs previous 13F +402 shares

    2.84% of the 13F portfolio, value $2,889,246.

    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 4,041 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $2,755,893.

    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).