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Independence Financial Advisors, LLC: SHY position timeline

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

Independence Financial Advisors, LLC held 9,256 SHY 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 9,256 shares
    Change vs previous 13F -2,989 shares

    0.19% of the 13F portfolio, value $751,591.

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

  2. period ended2026-06-30
    13F 12,245 shares
    Change vs previous 13F -78,666 shares

    0.26% of the 13F portfolio, value $1,005,458.

    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 90,911 shares
    Change vs previous 13F +2,462 shares

    2.25% of the 13F portfolio, value $7,506,546.

    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 88,449 shares
    Change vs previous 13F +2,924 shares

    2.01% of the 13F portfolio, value $7,325,349.

    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 85,525 shares
    Change vs previous 13F -4,386 shares

    2.16% of the 13F portfolio, value $7,095,156.

    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 89,911 shares
    Change vs previous 13F -4,510 shares

    2.9% of the 13F portfolio, value $7,450,032.

    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 94,421 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $7,811,449.

    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).