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Independence Financial Advisors, LLC: FDIS position timeline

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

Independence Financial Advisors, LLC held 131,483 FDIS 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 131,483 shares
    Change vs previous 13F +8,027 shares

    3.13% of the 13F portfolio, value $12,452,727.

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

  2. period ended2026-06-30
    13F 123,456 shares
    Change vs previous 13F +55,320 shares

    3.29% of the 13F portfolio, value $12,696,261.

    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 68,136 shares
    Change vs previous 13F +6,297 shares

    1.91% of the 13F portfolio, value $6,354,346.

    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).

  4. period ended2025-12-31
    13F 61,839 shares
    Change vs previous 13F +2,342 shares

    1.74% of the 13F portfolio, value $6,317,518.

    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 59,497 shares
    Change vs previous 13F +903 shares

    1.86% of the 13F portfolio, value $6,120,502.

    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 58,594 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $5,511,891.

    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).