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Independence Financial Advisors, LLC: IUSV position timeline

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

Independence Financial Advisors, LLC held 58,613 IUSV 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 58,613 shares
    Change vs previous 13F -5,182 shares

    1.62% of the 13F portfolio, value $6,463,857.

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

  2. period ended2026-06-30
    13F 63,795 shares
    Change vs previous 13F -29,158 shares

    1.82% of the 13F portfolio, value $7,027,026.

    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 92,953 shares
    Change vs previous 13F -25,762 shares

    2.85% of the 13F portfolio, value $9,504,440.

    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 118,715 shares
    Change vs previous 13F -974 shares

    3.35% of the 13F portfolio, value $12,173,068.

    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 119,689 shares
    Change vs previous 13F -6,226 shares

    3.64% of the 13F portfolio, value $11,962,895.

    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 125,915 shares
    Change vs previous 13F -248,490 shares

    4.63% of the 13F portfolio, value $11,915,372.

    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 374,405 shares
    Change vs previous 13F not available

    13.14% of the 13F portfolio, value $34,553,809.

    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).