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International Private Wealth Advisors LLC: ORI position timeline

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

International Private Wealth Advisors LLC held 9,045 ORI 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 9,045 shares
    Change vs previous 13F +9,045 shares

    0.19% of the 13F portfolio, value $370,137.

    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 0 shares
    Change vs previous 13F -6,960 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 6,960 shares
    Change vs previous 13F +153 shares

    0.2% of the 13F portfolio, value $317,632.

    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 6,807 shares
    Change vs previous 13F -956 shares

    0.18% of the 13F portfolio, value $289,103.

    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 7,763 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $298,418.

    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).