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Independence Financial Advisors, LLC: FENI position timeline

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

Independence Financial Advisors, LLC held 344,597 FENI 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 344,597 shares
    Change vs previous 13F +15,882 shares

    3.45% of the 13F portfolio, value $13,752,852.

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

  2. period ended2026-06-30
    13F 328,715 shares
    Change vs previous 13F +24,952 shares

    3.42% of the 13F portfolio, value $13,191,317.

    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 303,763 shares
    Change vs previous 13F -3,608 shares

    3.39% of the 13F portfolio, value $11,299,968.

    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 307,371 shares
    Change vs previous 13F +10,893 shares

    3.09% of the 13F portfolio, value $11,243,641.

    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 296,478 shares
    Change vs previous 13F +4,263 shares

    3.19% of the 13F portfolio, value $10,459,749.

    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 292,215 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $9,719,076.

    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).