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Disclosery

Independent Family Office, LLC: VOO position timeline

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

Independent Family Office, LLC held 27,796 VOO 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 27,796 shares
    Change vs previous 13F +1,765 shares

    7.67% of the 13F portfolio, value $19,090,571.

    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 26,031 shares
    Change vs previous 13F +1,960 shares

    6.4% of the 13F portfolio, value $15,554,824.

    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 24,071 shares
    Change vs previous 13F +416 shares

    6.3% of the 13F portfolio, value $15,095,646.

    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 23,655 shares
    Change vs previous 13F +5,138 shares

    6.13% of the 13F portfolio, value $14,485,849.

    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 18,517 shares
    Change vs previous 13F +4,069 shares

    4.99% of the 13F portfolio, value $10,773,825.

    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 14,448 shares
    Change vs previous 13F -92 shares

    3.91% of the 13F portfolio, value $7,424,972.

    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 14,540 shares
    Change vs previous 13F -308 shares

    4.07% of the 13F portfolio, value $7,834,297.

    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 14,848 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $7,789,992.

    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).