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Independence Financial Advisors, LLC: FIDU position timeline

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

Independence Financial Advisors, LLC held 142,295 FIDU 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 142,295 shares
    Change vs previous 13F +5,970 shares

    3.16% of the 13F portfolio, value $12,604,501.

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

  2. period ended2026-06-30
    13F 136,325 shares
    Change vs previous 13F +6,012 shares

    3.52% of the 13F portfolio, value $13,579,312.

    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 130,313 shares
    Change vs previous 13F -6,390 shares

    3.38% of the 13F portfolio, value $11,274,649.

    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 136,703 shares
    Change vs previous 13F +3,976 shares

    3.1% of the 13F portfolio, value $11,275,240.

    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 132,727 shares
    Change vs previous 13F +48,777 shares

    3.31% of the 13F portfolio, value $10,875,684.

    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 83,950 shares
    Change vs previous 13F -4,281 shares

    2.53% of the 13F portfolio, value $6,508,630.

    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 88,231 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $6,041,192.

    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).