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Independence Financial Advisors, LLC: JHMM position timeline

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

Independence Financial Advisors, LLC held 8,036 JHMM 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 8,036 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $574,541.

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

  2. period ended2026-06-30
    13F 8,036 shares
    Change vs previous 13F +31 shares

    0.16% of the 13F portfolio, value $602,344.

    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 8,005 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $537,265.

    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 8,005 shares
    Change vs previous 13F +45 shares

    0.14% of the 13F portfolio, value $524,138.

    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 7,960 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $514,951.

    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 7,960 shares
    Change vs previous 13F -173 shares

    0.19% of the 13F portfolio, value $486,612.

    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 8,133 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $466,028.

    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).