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Disclosery

tru Independence LLC: DFAE position timeline

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

tru Independence LLC held 14,664 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,664 shares
    Change vs previous 13F -684 shares

    0.26% of the 13F portfolio, value $589,646.

    13F-HR 0001785445-26-000003 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).

  2. period ended2026-03-31
    13F 15,348 shares
    Change vs previous 13F -2,313 shares

    0.26% of the 13F portfolio, value $519,694.

    13F-HR 0001785445-26-000002 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 ended2025-12-31
    13F 17,661 shares
    Change vs previous 13F -5,773 shares

    0.15% of the 13F portfolio, value $575,228.

    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).

  4. period ended2025-09-30
    13F 23,434 shares
    Change vs previous 13F -1,682 shares

    0.19% of the 13F portfolio, value $738,862.

    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).

  5. period ended2025-06-30
    13F 25,116 shares
    Change vs previous 13F -5,605 shares

    0.21% of the 13F portfolio, value $727,119.

    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).

  6. period ended2025-03-31
    13F 30,721 shares
    Change vs previous 13F -211,555 shares

    0.25% of the 13F portfolio, value $795,375.

    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).

  7. period ended2024-12-31
    13F 242,276 shares
    Change vs previous 13F +9,715 shares

    1.93% of the 13F portfolio, value $6,146,534.

    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).

  8. period ended2024-09-30
    13F 232,561 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $6,374,497.

    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).