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Independence Financial Advisors, LLC: FREL position timeline

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

Independence Financial Advisors, LLC held 13,770 FREL 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 13,770 shares
    Change vs previous 13F +105 shares

    0.09% of the 13F portfolio, value $374,280.

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

  2. period ended2026-06-30
    13F 13,665 shares
    Change vs previous 13F +2,320 shares

    0.1% of the 13F portfolio, value $400,395.

    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 11,345 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $305,306.

    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 11,342 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $304,981.

    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 11,339 shares
    Change vs previous 13F +3 shares

    0.1% of the 13F portfolio, value $315,329.

    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 11,336 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $306,512.

    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 11,332 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $311,283.

    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).