Skip to content
Disclosery

Independence Financial Advisors, LLC: FDVV position timeline

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

Independence Financial Advisors, LLC held 235,945 FDVV 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 235,945 shares
    Change vs previous 13F +7,953 shares

    3.6% of the 13F portfolio, value $14,328,968.

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

  2. period ended2026-06-30
    13F 227,992 shares
    Change vs previous 13F -76,368 shares

    3.57% of the 13F portfolio, value $13,745,623.

    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 304,360 shares
    Change vs previous 13F +9,210 shares

    5.05% of the 13F portfolio, value $16,812,827.

    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 295,150 shares
    Change vs previous 13F +9,764 shares

    4.6% of the 13F portfolio, value $16,732,067.

    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 285,386 shares
    Change vs previous 13F +110,834 shares

    4.84% of the 13F portfolio, value $15,898,847.

    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 174,552 shares
    Change vs previous 13F +10,813 shares

    3.53% of the 13F portfolio, value $9,080,220.

    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 163,739 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $8,121,463.

    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).