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Independence Financial Advisors, LLC: FUTY position timeline

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

Independence Financial Advisors, LLC held 8,421 FUTY 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 8,421 shares
    Change vs previous 13F -8,807 shares

    0.11% of the 13F portfolio, value $429,891.

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

  2. period ended2026-06-30
    13F 17,228 shares
    Change vs previous 13F -176,810 shares

    0.26% of the 13F portfolio, value $1,006,440.

    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 194,038 shares
    Change vs previous 13F -6,056 shares

    3.44% of the 13F portfolio, value $11,461,818.

    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 200,094 shares
    Change vs previous 13F +7,226 shares

    3.04% of the 13F portfolio, value $11,049,174.

    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 192,868 shares
    Change vs previous 13F +185,792 shares

    3.32% of the 13F portfolio, value $10,891,251.

    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 7,076 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $372,206.

    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 7,075 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $360,461.

    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).