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Disclosery

tru Independence LLC: IR position timeline

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

tru Independence LLC held 2,632 IR 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 2,632 shares
    Change vs previous 13F -8 shares

    0.09% of the 13F portfolio, value $215,805.

    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 2,640 shares
    Change vs previous 13F -3 shares

    0.1% of the 13F portfolio, value $211,510.

    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 2,643 shares
    Change vs previous 13F -21 shares

    0.05% of the 13F portfolio, value $209,360.

    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 2,664 shares
    Change vs previous 13F -1,804 shares

    0.06% of the 13F portfolio, value $220,068.

    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 4,468 shares
    Change vs previous 13F -6 shares

    0.11% of the 13F portfolio, value $371,686.

    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 4,474 shares
    Change vs previous 13F +1,261 shares

    0.11% of the 13F portfolio, value $358,079.

    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 3,213 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $290,662.

    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).