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Independence Asset Advisors, LLC: VFMV position timeline

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

Independence Asset Advisors, LLC held 18,541 VFMV 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 18,541 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $2,583,931.

    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 18,541 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $2,470,208.

    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 18,541 shares
    Change vs previous 13F -2,462 shares

    1.33% of the 13F portfolio, value $2,417,181.

    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 21,003 shares
    Change vs previous 13F +88 shares

    1.17% of the 13F portfolio, value $2,757,837.

    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 20,915 shares
    Change vs previous 13F +100 shares

    1.67% of the 13F portfolio, value $2,681,901.

    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 20,815 shares
    Change vs previous 13F +15,390 shares

    8.55% of the 13F portfolio, value $2,638,035.

    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 5,425 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $653,976.

    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).