Back to ISMCF
Independence Financial Advisors, LLC → ISMCF
Independence Financial Advisors, LLC ISMCF Position History
ISMCF
Quarters held
7
Latest value
$10M
Q3 2026
Peak value
$10.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.7M |
| Q4 2025 | $10.8M |
| Q1 2026 | $6.2M |
| Q2 2026 | $5.5M |
| Q2 2026 | $9.8M |
| Q3 2026 | $5.4M |
| Q3 2026 | $10M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10M | 72.3K | — | — |
| Q3 2026 | $5.4M | 27.7K | — | — |
| Q2 2026 | $9.8M | 66.3K | — | — |
| Q2 2026 | $5.5M | 29.1K | — | — |
| Q1 2026 | $6.2M | 40.0K | — | — |
| Q4 2025 | $10.8M | 64.4K | — | — |
| Q3 2025 | $10.7M | 65.2K | — | — |