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Independence Asset Advisors, LLC: FLRT position timeline

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

Independence Asset Advisors, LLC held 77,211 FLRT 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 77,211 shares
    Change vs previous 13F +7,672 shares

    0.94% of the 13F portfolio, value $3,600,330.

    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 69,539 shares
    Change vs previous 13F -585 shares

    1.16% of the 13F portfolio, value $3,220,339.

    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 70,124 shares
    Change vs previous 13F 0 shares

    1.82% of the 13F portfolio, value $3,305,295.

    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 70,124 shares
    Change vs previous 13F -4,574 shares

    1.41% of the 13F portfolio, value $3,323,176.

    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 74,698 shares
    Change vs previous 13F -3,322 shares

    2.21% of the 13F portfolio, value $3,555,625.

    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 78,020 shares
    Change vs previous 13F +8,824 shares

    11.91% of the 13F portfolio, value $3,673,962.

    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).

  7. period ended2024-12-31
    13F 69,196 shares
    Change vs previous 13F +50,632 shares

    15.21% of the 13F portfolio, value $3,288,081.

    13F-HR 0001376474-25-000109 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).

  8. period ended2024-09-30
    13F 18,564 shares
    Change vs previous 13F not available

    17.46% of the 13F portfolio, value $881,604.

    13F-HR 0001376474-24-000601 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).