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Disclosery

Independent Family Office, LLC: SPY position timeline

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

Independent Family Office, LLC held 46,203 SPY 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 46,203 shares
    Change vs previous 13F -10 shares

    13.86% of the 13F portfolio, value $34,503,014.

    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 46,213 shares
    Change vs previous 13F -7 shares

    12.37% of the 13F portfolio, value $30,054,162.

    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 46,220 shares
    Change vs previous 13F 0 shares

    13.16% of the 13F portfolio, value $31,518,342.

    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 46,220 shares
    Change vs previous 13F -1,412 shares

    13.03% of the 13F portfolio, value $30,790,840.

    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 47,632 shares
    Change vs previous 13F 0 shares

    13.64% of the 13F portfolio, value $29,429,431.

    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 47,632 shares
    Change vs previous 13F +82 shares

    14.01% of the 13F portfolio, value $26,644,864.

    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 47,550 shares
    Change vs previous 13F +76 shares

    14.48% of the 13F portfolio, value $27,868,104.

    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 47,474 shares
    Change vs previous 13F not available

    13.67% of the 13F portfolio, value $27,238,682.

    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).