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Independence Financial Advisors, LLC: FELV position timeline

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

Independence Financial Advisors, LLC held 700,113 FELV 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 700,113 shares
    Change vs previous 13F +29,003 shares

    7.27% of the 13F portfolio, value $28,963,684.

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

  2. period ended2026-06-30
    13F 671,110 shares
    Change vs previous 13F -322,392 shares

    6.98% of the 13F portfolio, value $26,904,812.

    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 993,502 shares
    Change vs previous 13F +44,378 shares

    10.41% of the 13F portfolio, value $34,683,140.

    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 949,124 shares
    Change vs previous 13F +32,828 shares

    9.04% of the 13F portfolio, value $32,896,628.

    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 916,296 shares
    Change vs previous 13F +42,765 shares

    9.36% of the 13F portfolio, value $30,723,403.

    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 873,531 shares
    Change vs previous 13F +843,354 shares

    10.79% of the 13F portfolio, value $27,752,087.

    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 30,177 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $927,633.

    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).