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International Private Wealth Advisors LLC: SCHC position timeline

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

International Private Wealth Advisors LLC held 10,321 SCHC 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 10,321 shares
    Change vs previous 13F +25 shares

    0.26% of the 13F portfolio, value $496,631.

    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 10,296 shares
    Change vs previous 13F +576 shares

    0.29% of the 13F portfolio, value $481,233.

    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 9,720 shares
    Change vs previous 13F +826 shares

    0.28% of the 13F portfolio, value $442,550.

    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 8,894 shares
    Change vs previous 13F +524 shares

    0.25% of the 13F portfolio, value $404,785.

    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 8,370 shares
    Change vs previous 13F -45 shares

    0.31% of the 13F portfolio, value $356,461.

    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).

  6. period ended2025-03-31
    13F 8,415 shares
    Change vs previous 13F +663 shares

    0.29% of the 13F portfolio, value $301,936.

    13F-HR 0001951757-25-000354 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).

  7. period ended2024-12-31
    13F 7,752 shares
    Change vs previous 13F +1,490 shares

    0.26% of the 13F portfolio, value $266,131.

    13F-HR 0001951757-25-000144 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).

  8. period ended2024-09-30
    13F 6,262 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $241,275.

    13F-HR 0001951757-24-001174 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).