Independence Advisors, LLC

13F Filings History

Latest 13F report
Q3 2020 - Nov 4, 2020
Value $
$466M
Signature - Title
Leslie Young - Chief Compliance Officer
Location
Wayne, PA
Summary
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. Independence Advisors, LLC reported 170 stock holdings with total value $466M as of Q3 2020. Top holdings included VTV, IWF, VUG, EFA, and IVW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2020 170 $466M +$12.9M -$9.66M +$3.29M VTV, IWF, VUG, EFA, IVW 13F-HR 11/4/2020, 09:38 AM
Q2 2020 164 $437M +$19M -$6.4M +$12.6M VTV, VUG, IWF, EFA, IVW 13F-HR 8/11/2020, 10:15 AM
Q1 2020 153 $362M +$38.1M -$14.9M +$23.2M VTV, VUG, IWF, EFA, BIV 13F-HR 5/8/2020, 03:36 PM
Q4 2019 161 $414M +$33.1M -$56.9M -$23.8M EFA, VTV, IWF, VUG, IVW 13F-HR 2/7/2020, 02:59 PM
Q3 2019 106 $411M +$22.6M -$3.88M +$18.7M VTV, VUG, IWF, EFA, BIV 13F-HR 11/1/2019, 03:42 PM
Q2 2019 102 $390M +$27.9M -$3.2M +$24.7M VTV, IWF, VUG, EFA, BIV 13F-HR 8/12/2019, 04:19 PM
Q1 2019 97 $356M +$25.5M -$1.23M +$24.2M VTV, IWF, VUG, EFA, BIV 13F-HR 5/3/2019, 02:12 PM
Q4 2018 88 $300M +$21.7M -$19.6M +$2.1M VTV, IWF, VUG, EFA, BIV 13F-HR 1/31/2019, 11:00 AM
Q3 2018 93 $336M +$11.6M -$2.19M +$9.38M VTV, IWF, VUG, EFA, BIV 13F-HR 10/23/2018, 08:33 AM
Q2 2018 80 $313M +$11.6M -$5.7M +$5.9M VTV, IWF, VUG, EFA, BIV 13F-HR 7/12/2018, 03:58 PM
Q1 2018 76 $303M +$13.3M -$2.91M +$10.4M VTV, IWF, VUG, EFA, BIV 13F-HR 4/6/2018, 02:21 PM
Q4 2017 76 $296M +$37.6M -$4.21M +$33.4M VTV, IWF, VUG, EFA, BIV 13F-HR 1/12/2018, 10:23 AM
Q3 2017 71 $251M +$4.37M -$13.5M -$9.13M VTV, VUG, IWF, EFA, BIV 13F-HR 10/16/2017, 12:17 PM
Q2 2017 74 $251M +$7.95M -$2.58M +$5.37M VTV, VUG, IWF, EFA, BIV Restatement 7/10/2017, 03:39 PM
Q1 2017 78 $239M +$5.19M -$6.09M -$905K VTV, VUG, IWF, EFA, BIV 13F-HR 4/6/2017, 12:33 PM
Q4 2016 70 $227M +$16.7M -$4.31M +$12.4M VTV, IWF, VUG, EFA, BIV 13F-HR 1/18/2017, 03:57 PM
Q3 2016 74 $213M +$18.3M -$2.38M +$15.9M VUG, VTV, IWF, EFA, BIV 13F-HR 10/6/2016, 04:27 PM
Q2 2016 54 $190M $0 $0 IWF, VUG, VTV, EFA, BIV 13F-HR 7/22/2016, 03:53 PM