Current Market Value 345,836,003
Current Holdings 120
Most Recent File Date 2025-07-15
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by tru Independence 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)
2025-07-15 2025-06-30 13F-HR 120 345,836
2025-04-30 2025-03-31 13F-HR 110 322,210
2025-01-22 2024-12-31 13F-HR 113 318,356
2024-11-04 2024-09-30 13F-HR 110 341,618
2024-08-06 2024-06-30 13F-HR 104 331,173
2024-04-18 2024-03-31 13F-HR 108 339,515
2024-01-10 2023-12-31 13F-HR 107 329,440
2023-11-08 2023-09-30 13F-HR 118 289,029
2023-08-14 2023-06-30 13F-HR 119 303,468
2023-04-25 2023-03-31 13F-HR 120 310,280
2023-01-30 2022-12-31 13F-HR 115 308,432
2022-11-03 2022-09-30 13F-HR 171 283
2022-08-04 2022-06-30 13F-HR 180 311
2022-04-28 2022-03-31 13F-HR 210 369
2022-01-21 2021-12-31 13F-HR 196 367
2021-11-12 2021-09-30 13F-HR 196 358
2021-08-03 2021-06-30 13F-HR 274 339
2021-05-20 2021-03-31 13F-HR 295 528
2021-03-09 2020-12-31 13F-HR 775 55,083
2020-11-19 2020-09-30 13F-HR 312 353
2020-08-19 2020-06-30 13F-HR 908 691
2020-05-19 2020-03-31 13F-HR 752 613
2020-05-19 2019-12-31 13F-HR 961 695