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INDEPENDENT FINANCIAL GROUP, LLC: CAIQ position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 102,083 CAIQ 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 102,083 shares
    Change vs previous 13F +43,118 shares

    0.05% of the 13F portfolio, value $2,673,553.

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

  2. period ended2026-06-30
    13F 58,965 shares
    Change vs previous 13F +46,913 shares

    0.03% of the 13F portfolio, value $1,583,210.

    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 12,052 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $287,288.

    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).