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Independence Wealth Advisors, LLC

SEC CIK
0002001765
Latest filing
Aug 14, 2026

UL holding history

Unilever 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.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
4,236
Value
$254.7K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of UL by Independence Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,236$254.7K0.1%+662+18.5%AddedHolders
Q1 20263,574$203.6K0.1%+3,574NewHolders