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Disclosery

tru Independence LLC: CMA position timeline

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

tru Independence LLC held 0 CMA shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -69,145 shares

    13F-HR 0001785445-26-000001 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 69,145 shares
    Change vs previous 13F -17,920 shares

    1.23% of the 13F portfolio, value $4,737,815.

    13F-HR 0001785445-25-000011 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 87,065 shares
    Change vs previous 13F +1,990 shares

    1.5% of the 13F portfolio, value $5,193,397.

    13F-HR 0001785445-25-000009 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 85,075 shares
    Change vs previous 13F +4,772 shares

    1.56% of the 13F portfolio, value $5,024,500.

    13F-HR 0001785445-25-000005 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 80,303 shares
    Change vs previous 13F -6,485 shares

    1.56% of the 13F portfolio, value $4,966,710.

    13F-HR 0001785445-25-000001 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 86,788 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $5,199,439.

    13F-HR 0001785445-24-000008 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

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