Skip to content
Disclosery

Independent Wealth Advisors LLC: USFR position timeline

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

Independent Wealth Advisors LLC held 102,783 USFR 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 102,783 shares
    Change vs previous 13F -8,751 shares

    4.68% of the 13F portfolio, value $5,175,138.

    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 111,534 shares
    Change vs previous 13F -25,326 shares

    5.51% of the 13F portfolio, value $5,614,602.

    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 136,860 shares
    Change vs previous 13F not available

    7.19% of the 13F portfolio, value $6,886,773.

    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).