Current Market Value 465,936,000
Current Holdings 170
Most Recent File Date 2020-11-04
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Independence Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2020-11-04 2020-09-30 13F-HR 170 465,936
2020-08-11 2020-06-30 13F-HR 164 436,634
2020-05-08 2020-03-31 13F-HR 153 362,452
2020-02-07 2019-12-31 13F-HR 161 414,119
2019-11-01 2019-09-30 13F-HR 106 410,693
2019-08-12 2019-06-30 13F-HR 102 390,073
2019-05-03 2019-03-31 13F-HR 97 355,630
2019-01-31 2018-12-31 13F-HR 88 300,742
2018-10-23 2018-09-30 13F-HR 93 335,848
2018-07-12 2018-06-30 13F-HR 80 312,803
2018-04-06 2018-03-31 13F-HR 76 303,118
2018-01-12 2017-12-31 13F-HR 76 296,316
2017-10-16 2017-09-30 13F-HR 71 251,020
2017-07-10 2017-06-30 13F-HR/A 1 R 74 251,414
2017-07-07 2017-06-30 13F-HR 66 204,854
2017-04-06 2017-03-31 13F-HR 78 238,616
2017-01-18 2016-12-31 13F-HR 70 227,219
2016-10-06 2016-09-30 13F-HR 74 212,734
2016-07-22 2016-06-30 13F-HR 54 190,306