Independent Family Office, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Independent Family Office, LLC opened 2 positions, added to 9, reduced 6, sold out of 4 and left 17 unchanged. The largest increase in value was INFL (+$7,914,210); the largest decrease was INFL (-$7,805,200).
- INFL: Country of operation —; Class HORIZON KINETICS; Shares 2026-03-31 149,927; Shares 2026-06-30 0.
- RLY: Country of operation —; Class STATE STREET MUL; Shares 2026-03-31 39,611; Shares 2026-06-30 0.
- LQD: Country of operation —; Class IBOXX INV CP ETF; Shares 2026-03-31 5,500; Shares 2026-06-30 0.
- IJJ: Country of operation —; Class S&P MC 400VL ETF; Shares 2026-03-31 2,340; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1756485): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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