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Independence Financial Advisors, LLC: FELG position timeline

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

Independence Financial Advisors, LLC held 1,399,471 FELG 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 1,399,471 shares
    Change vs previous 13F +58,871 shares

    15.84% of the 13F portfolio, value $63,102,149.

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

  2. period ended2026-06-30
    13F 1,340,600 shares
    Change vs previous 13F +67,124 shares

    15.21% of the 13F portfolio, value $58,651,241.

    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 1,273,476 shares
    Change vs previous 13F -37,260 shares

    14.33% of the 13F portfolio, value $47,742,616.

    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 1,310,736 shares
    Change vs previous 13F +535,968 shares

    15.02% of the 13F portfolio, value $54,657,691.

    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 774,768 shares
    Change vs previous 13F -55,588 shares

    9.7% of the 13F portfolio, value $31,858,465.

    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 830,356 shares
    Change vs previous 13F +774,977 shares

    11.96% of the 13F portfolio, value $30,748,100.

    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 55,379 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,744,443.

    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).