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Independence Financial Advisors, LLC: TIP position timeline

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

Independence Financial Advisors, LLC held 205,008 TIP 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 205,008 shares
    Change vs previous 13F +12,860 shares

    5.35% of the 13F portfolio, value $21,329,066.

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

  2. period ended2026-06-30
    13F 192,148 shares
    Change vs previous 13F +70,774 shares

    5.45% of the 13F portfolio, value $21,026,740.

    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 121,374 shares
    Change vs previous 13F +2,755 shares

    4.02% of the 13F portfolio, value $13,394,830.

    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 118,619 shares
    Change vs previous 13F +4,387 shares

    3.58% of the 13F portfolio, value $13,037,456.

    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 114,232 shares
    Change vs previous 13F +4,949 shares

    3.87% of the 13F portfolio, value $12,704,918.

    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 109,283 shares
    Change vs previous 13F +4,863 shares

    4.68% of the 13F portfolio, value $12,025,520.

    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 104,420 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $11,599,966.

    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).