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Disclosery

Independent Family Office, LLC: IEO position timeline

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

Independent Family Office, LLC held 12,754 IEO 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 12,754 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,400,782.

    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 12,754 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,592,987.

    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 12,754 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,138,431.

    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 12,754 shares
    Change vs previous 13F -543 shares

    0.5% of the 13F portfolio, value $1,181,029.

    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 13,297 shares
    Change vs previous 13F +2,560 shares

    0.55% of the 13F portfolio, value $1,178,123.

    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 10,737 shares
    Change vs previous 13F -6,319 shares

    0.53% of the 13F portfolio, value $1,015,515.

    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 17,056 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,528,738.

    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 17,056 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,559,780.

    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).