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INDEPENDENT FINANCIAL GROUP, LLC: APO position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 25,264 APO 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 25,264 shares
    Change vs previous 13F +14,163 shares

    0.05% of the 13F portfolio, value $2,932,076.

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

  2. period ended2026-06-30
    13F 11,101 shares
    Change vs previous 13F +2,770 shares

    0.02% of the 13F portfolio, value $1,313,382.

    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 8,331 shares
    Change vs previous 13F -945 shares

    0.02% of the 13F portfolio, value $928,261.

    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 9,276 shares
    Change vs previous 13F -713 shares

    0.03% of the 13F portfolio, value $1,342,821.

    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 9,989 shares
    Change vs previous 13F -5,223 shares

    0.03% of the 13F portfolio, value $1,331,289.

    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 15,212 shares
    Change vs previous 13F +9,048 shares

    0.06% of the 13F portfolio, value $2,158,129.

    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 6,164 shares
    Change vs previous 13F -41,988 shares

    0.03% of the 13F portfolio, value $844,101.

    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 48,152 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,952,788.

    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).