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Independence Financial Advisors, LLC: IEF position timeline

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

Independence Financial Advisors, LLC held 6,551 IEF 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 6,551 shares
    Change vs previous 13F -7,805 shares

    0.15% of the 13F portfolio, value $585,057.

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

  2. period ended2026-06-30
    13F 14,356 shares
    Change vs previous 13F -191,045 shares

    0.35% of the 13F portfolio, value $1,357,656.

    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 205,401 shares
    Change vs previous 13F +5,766 shares

    5.88% of the 13F portfolio, value $19,603,438.

    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 199,635 shares
    Change vs previous 13F +8,071 shares

    5.28% of the 13F portfolio, value $19,196,931.

    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 191,564 shares
    Change vs previous 13F +70,895 shares

    5.63% of the 13F portfolio, value $18,478,223.

    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 120,669 shares
    Change vs previous 13F -32,546 shares

    4.49% of the 13F portfolio, value $11,556,513.

    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 153,215 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $14,612,096.

    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).