Current Market Value 242,996,740
Current Holdings 90
Most Recent File Date 2026-05-15
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Independent Family Office, 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)
2026-05-15 2026-03-31 13F-HR 90 242,997
2026-02-13 2025-12-31 13F-HR 79 239,501
2025-11-13 2025-09-30 13F-HR 79 236,338
2025-08-13 2025-06-30 13F-HR 77 215,699
2025-05-13 2025-03-31 13F-HR 70 190,137
2025-02-10 2024-12-31 13F-HR 71 192,496
2024-11-14 2024-09-30 13F-HR 71 199,229
2024-08-14 2024-06-30 13F-HR 69 175,302
2024-04-29 2024-03-31 13F-HR 74 186,337
2024-01-30 2023-12-31 13F-HR 73 176,782
2023-11-01 2023-09-30 13F-HR 67 160,105
2023-07-25 2023-06-30 13F-HR 68 165,095
2023-05-04 2023-03-31 13F-HR 70 173,334
2023-02-09 2022-12-31 13F-HR 68 166,452
2022-11-14 2022-09-30 13F-HR 67 202,840
2022-08-01 2022-06-30 13F-HR 66 202,655
2022-05-16 2022-03-31 13F-HR 67 305,808
2022-02-09 2021-12-31 13F-HR 59 264,842
2021-11-04 2021-09-30 13F-HR 50 243,414
2021-08-12 2021-06-30 13F-HR 59 256,317
2021-05-18 2021-03-31 13F-HR 66 254,672
2021-02-16 2020-12-31 13F-HR 65 239,382
2020-11-16 2020-09-30 13F-HR 58 210,819
2020-08-13 2020-06-30 13F-HR 63 193,026
2020-06-23 2020-03-31 13F-HR/A 1 R 55 160,708
2020-05-15 2020-03-31 13F-HR 55 160,708
2020-02-13 2019-12-31 13F-HR 53 159,271