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Independence Financial Advisors, LLC: IUSG position timeline

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

Independence Financial Advisors, LLC held 27,672 IUSG 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 27,672 shares
    Change vs previous 13F -1,445 shares

    1.35% of the 13F portfolio, value $5,361,378.

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

  2. period ended2026-06-30
    13F 29,117 shares
    Change vs previous 13F -10,905 shares

    1.42% of the 13F portfolio, value $5,476,527.

    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 40,022 shares
    Change vs previous 13F -24,426 shares

    1.86% of the 13F portfolio, value $6,207,781.

    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 64,448 shares
    Change vs previous 13F -769 shares

    2.98% of the 13F portfolio, value $10,823,383.

    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 65,217 shares
    Change vs previous 13F -8,943 shares

    3.27% of the 13F portfolio, value $10,730,737.

    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 74,160 shares
    Change vs previous 13F -419,551 shares

    4.34% of the 13F portfolio, value $11,153,654.

    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 493,711 shares
    Change vs previous 13F not available

    23.85% of the 13F portfolio, value $62,740,729.

    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).