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Independence Financial Advisors, LLC: FTEC position timeline

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

Independence Financial Advisors, LLC held 150,522 FTEC 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 150,522 shares
    Change vs previous 13F +9,259 shares

    11.34% of the 13F portfolio, value $45,165,662.

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

  2. period ended2026-06-30
    13F 141,263 shares
    Change vs previous 13F +66,435 shares

    10.46% of the 13F portfolio, value $40,342,024.

    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 74,828 shares
    Change vs previous 13F -5,491 shares

    4.67% of the 13F portfolio, value $15,568,052.

    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 80,319 shares
    Change vs previous 13F +2,284 shares

    4.96% of the 13F portfolio, value $18,045,325.

    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 78,035 shares
    Change vs previous 13F +18,759 shares

    5.28% of the 13F portfolio, value $17,337,046.

    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 59,276 shares
    Change vs previous 13F -1,852 shares

    4.55% of the 13F portfolio, value $11,690,333.

    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 61,128 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $9,858,095.

    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).