A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Independence Wealth Advisors, LLC.

Business address: 6100 Oak Tree Blvd Suite 130, Independence, OH, 44131
Top securities (13F): CTA, XLK, GLD, SPYM, XLY, XLV, SPTI, SPTL, SPYI, XLP, XLF, BCI, EEM, QQQI, IWM, EFA, XLC, SPTS, XLI, and IWMI
State of incorporation: OH
Fiscal year end: 31 December

Independence Wealth Advisors, LLC has filed 1 SEC EDGAR filings since 09 Jan 2026

Recent SEC filings for Independence Wealth Advisors, LLC including 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		09 Jan 2026	31 Dec 2025	028-25906

Independence Wealth Advisors, LLC files with the SEC under CIK 0002001765. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.