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International Private Wealth Advisors LLC: EXC position timeline

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

International Private Wealth Advisors LLC held 6,776 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,776 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $315,890.

    13F-HR 0001951757-26-001161 filed by International Private 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 6,774 shares
    Change vs previous 13F +862 shares

    0.2% of the 13F portfolio, value $332,058.

    13F-HR 0001951757-26-000667 filed by International Private 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 5,912 shares
    Change vs previous 13F -106 shares

    0.16% of the 13F portfolio, value $257,709.

    13F-HR 0001951757-26-000078 filed by International Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,018 shares
    Change vs previous 13F -694 shares

    0.17% of the 13F portfolio, value $270,852.

    13F-HR 0001951757-25-001292 filed by International Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,712 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $291,449.

    13F-HR 0001951757-25-000617 filed by International Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).