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INDEPENDENT FINANCIAL GROUP, LLC: CARY position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 359,102 CARY 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 359,102 shares
    Change vs previous 13F -44,714 shares

    0.13% of the 13F portfolio, value $7,225,132.

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

  2. period ended2026-06-30
    13F 403,816 shares
    Change vs previous 13F +286,699 shares

    0.16% of the 13F portfolio, value $8,391,296.

    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 117,117 shares
    Change vs previous 13F +4,430 shares

    0.05% of the 13F portfolio, value $2,432,860.

    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 112,687 shares
    Change vs previous 13F +32,130 shares

    0.05% of the 13F portfolio, value $2,346,763.

    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 80,557 shares
    Change vs previous 13F +29,936 shares

    0.04% of the 13F portfolio, value $1,684,446.

    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 50,621 shares
    Change vs previous 13F +169 shares

    0.03% of the 13F portfolio, value $1,052,917.

    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 50,452 shares
    Change vs previous 13F +17,973 shares

    0.04% of the 13F portfolio, value $1,047,384.

    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 32,479 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $668,743.

    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).