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Independence Asset Advisors, LLC: CLOB position timeline

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

Independence Asset Advisors, LLC held 929,307 CLOB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 929,307 shares
    Change vs previous 13F +17,534 shares

    12.23% of the 13F portfolio, value $46,940,617.

    13F-HR 0001376474-26-000490 filed by Independence Asset 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 911,773 shares
    Change vs previous 13F +16,237 shares

    16.48% of the 13F portfolio, value $45,574,711.

    13F-HR 0001376474-26-000307 filed by Independence Asset 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 895,536 shares
    Change vs previous 13F +13,508 shares

    25.01% of the 13F portfolio, value $45,375,222.

    13F-HR 0001376474-26-000092 filed by Independence Asset 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 882,028 shares
    Change vs previous 13F +492,971 shares

    19.08% of the 13F portfolio, value $44,971,468.

    13F-HR 0001376474-25-000889 filed by Independence Asset 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 389,057 shares
    Change vs previous 13F +381,557 shares

    12.3% of the 13F portfolio, value $19,771,149.

    13F-HR 0001376474-25-000682 filed by Independence Asset 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 7,500 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $379,638.

    13F-HR 0001376474-25-000367 filed by Independence Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).