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Independence Financial Advisors, LLC: FALN position timeline

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

Independence Financial Advisors, LLC held 278,978 FALN shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 278,978 shares
    Change vs previous 13F +22,023 shares

    1.82% of the 13F portfolio, value $7,233,903.

    13F-HR 0002066080-26-000004 filed by Independence Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 256,955 shares
    Change vs previous 13F +256,955 shares

    1.82% of the 13F portfolio, value $6,999,447.

    13F-HR 0002066080-26-000003 filed by Independence Financial 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 ended2026-03-31
    13F 0 shares
    Change vs previous 13F -476,028 shares

    13F-HR 0002066080-26-000002 filed by Independence Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 476,028 shares
    Change vs previous 13F +24,779 shares

    3.57% of the 13F portfolio, value $12,995,552.

    13F-HR 0002066080-26-000001 filed by Independence Financial 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 ended2025-09-30
    13F 451,249 shares
    Change vs previous 13F +287,244 shares

    3.82% of the 13F portfolio, value $12,535,706.

    13F-HR 0002066080-25-000005 filed by Independence Financial 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 ended2025-06-30
    13F 164,005 shares
    Change vs previous 13F -282,135 shares

    1.73% of the 13F portfolio, value $4,451,087.

    13F-HR 0002066080-25-000004 filed by Independence Financial 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 ended2025-03-31
    13F 446,140 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $11,952,099.

    13F-HR 0002066080-25-000003 filed by Independence Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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