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Independence Financial Advisors, LLC: IEI position timeline

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

Independence Financial Advisors, LLC held 184,973 IEI 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 184,973 shares
    Change vs previous 13F +9,123 shares

    5.27% of the 13F portfolio, value $20,983,348.

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

  2. period ended2026-06-30
    13F 175,850 shares
    Change vs previous 13F +12,552 shares

    5.36% of the 13F portfolio, value $20,653,602.

    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 163,298 shares
    Change vs previous 13F +3,786 shares

    5.81% of the 13F portfolio, value $19,367,103.

    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 159,512 shares
    Change vs previous 13F +6,599 shares

    5.23% of the 13F portfolio, value $19,037,802.

    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 152,913 shares
    Change vs previous 13F +55,867 shares

    5.57% of the 13F portfolio, value $18,274,590.

    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 97,046 shares
    Change vs previous 13F +3,139 shares

    4.49% of the 13F portfolio, value $11,557,190.

    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 93,907 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $11,093,699.

    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).