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INDEPENDENT FINANCIAL GROUP, LLC: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INDEPENDENT FINANCIAL GROUP, LLC on AIQ, newest first. How the timeline and the estimate are built.

INDEPENDENT FINANCIAL GROUP, LLC held 49,521 AIQ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 49,521 shares
    Change vs previous 13F -13,552 shares

    0.06% of the 13F portfolio, value $3,226,783.

    13F-HR 0000275484-26-000032 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 63,073 shares
    Change vs previous 13F +17,983 shares

    0.08% of the 13F portfolio, value $4,138,214.

    13F-HR 0000275484-26-000028 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F/A 45,090 shares
    Change vs previous 13F +4,231 shares

    0.05% of the 13F portfolio, value $2,104,347.

    13F-HR/A 0000275484-26-000006 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 40,859 shares
    Change vs previous 13F +5,509 shares

    0.05% of the 13F portfolio, value $2,078,084.

    13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 35,350 shares
    Change vs previous 13F +6,199 shares

    0.04% of the 13F portfolio, value $1,745,932.

    13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 29,151 shares
    Change vs previous 13F -2,587 shares

    0.04% of the 13F portfolio, value $1,273,588.

    13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 31,738 shares
    Change vs previous 13F -63,613 shares

    0.04% of the 13F portfolio, value $1,154,614.

    13F-HR 0000275484-26-000007 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 95,351 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,684,375.

    13F-HR 0000275484-26-000012 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).