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International Private Wealth Advisors LLC: USB position timeline

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

International Private Wealth Advisors LLC held 6,033 USB 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 6,033 shares
    Change vs previous 13F -2,664 shares

    0.19% of the 13F portfolio, value $364,387.

    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 8,697 shares
    Change vs previous 13F +1,015 shares

    0.28% of the 13F portfolio, value $452,333.

    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 7,682 shares
    Change vs previous 13F -129 shares

    0.26% of the 13F portfolio, value $409,907.

    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 7,811 shares
    Change vs previous 13F -1,042 shares

    0.24% of the 13F portfolio, value $377,487.

    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 8,853 shares
    Change vs previous 13F -1,362 shares

    0.34% of the 13F portfolio, value $400,600.

    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 10,215 shares
    Change vs previous 13F +1,135 shares

    0.41% of the 13F portfolio, value $431,297.

    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 9,080 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $434,286.

    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 9,080 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $415,208.

    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).