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Independence Financial Advisors, LLC: ICVT position timeline

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

Independence Financial Advisors, LLC held 149,820 ICVT 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 149,820 shares
    Change vs previous 13F +8,444 shares

    4.25% of the 13F portfolio, value $16,919,899.

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

  2. period ended2026-06-30
    13F 141,376 shares
    Change vs previous 13F +17,195 shares

    4.46% of the 13F portfolio, value $17,211,070.

    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 124,181 shares
    Change vs previous 13F +875 shares

    3.79% of the 13F portfolio, value $12,640,351.

    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 123,306 shares
    Change vs previous 13F +5,051 shares

    3.34% of the 13F portfolio, value $12,145,618.

    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 118,255 shares
    Change vs previous 13F +83,886 shares

    3.6% of the 13F portfolio, value $11,831,426.

    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 34,369 shares
    Change vs previous 13F +28,196 shares

    1.2% of the 13F portfolio, value $3,096,618.

    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 6,173 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $516,114.

    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).