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Disclosery

Independent Family Office, LLC: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Family Office, LLC on IEF, newest first. How the timeline and the estimate are built.

Independent Family Office, LLC held 3,444 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,444 shares
    Change vs previous 13F -1,525 shares

    0.13% of the 13F portfolio, value $325,699.

    13F-HR 0001951757-26-001227 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,969 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $474,241.

    13F-HR 0001951757-26-000873 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,969 shares
    Change vs previous 13F -4,213 shares

    0.2% of the 13F portfolio, value $477,819.

    13F-HR 0001951757-26-000462 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,182 shares
    Change vs previous 13F -3,076 shares

    0.37% of the 13F portfolio, value $885,696.

    13F-HR 0001951757-25-001422 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,258 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,173,949.

    13F-HR 0001951757-25-001072 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,258 shares
    Change vs previous 13F -4,357 shares

    0.61% of the 13F portfolio, value $1,169,045.

    13F-HR 0001951757-25-000549 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,615 shares
    Change vs previous 13F -9,186 shares

    0.8% of the 13F portfolio, value $1,536,057.

    13F-HR 0001951757-25-000227 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,801 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,525,836.

    13F-HR 0001951757-24-001205 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).