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Independence Financial Advisors, LLC: GEV position timeline

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

Independence Financial Advisors, LLC held 283 GEV 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 283 shares
    Change vs previous 13F +11 shares

    0.07% of the 13F portfolio, value $268,718.

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

  2. period ended2026-06-30
    13F 272 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $319,121.

    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 322 shares
    Change vs previous 13F +7 shares

    0.08% of the 13F portfolio, value $280,661.

    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 315 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $206,136.

    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).