Independence Wealth Advisors, LLC

SEC CIK: 0002001765
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

DEO holding history

Diageo PLC in every 13F filed by Independence Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DEO overview All 13F holders of DEO Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2025

Holdings of DEO by Independence Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−2,449−100.0%	Sold out	Holders
Q4 2025	2,449	$211.3K	0.1%	–	No prior filing	Holders