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Independence Financial Advisors, LLC: FHLC position timeline

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

Independence Financial Advisors, LLC held 9,949 FHLC 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 9,949 shares
    Change vs previous 13F -1,306 shares

    0.2% of the 13F portfolio, value $812,794.

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

  2. period ended2026-06-30
    13F 11,255 shares
    Change vs previous 13F -7,058 shares

    0.23% of the 13F portfolio, value $869,449.

    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 18,313 shares
    Change vs previous 13F +6 shares

    0.39% of the 13F portfolio, value $1,288,497.

    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 18,307 shares
    Change vs previous 13F -766 shares

    0.37% of the 13F portfolio, value $1,359,811.

    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 19,073 shares
    Change vs previous 13F -1,611 shares

    0.39% of the 13F portfolio, value $1,275,422.

    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 20,684 shares
    Change vs previous 13F -119,998 shares

    0.51% of the 13F portfolio, value $1,322,718.

    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 140,682 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $9,611,420.

    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).