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INDEPENDENT FINANCIAL GROUP, LLC: CEFS position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 126,541 CEFS 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 126,541 shares
    Change vs previous 13F +25,592 shares

    0.06% of the 13F portfolio, value $3,102,404.

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

  2. period ended2026-06-30
    13F 100,949 shares
    Change vs previous 13F -11,749 shares

    0.05% of the 13F portfolio, value $2,588,331.

    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 112,698 shares
    Change vs previous 13F +12,355 shares

    0.06% of the 13F portfolio, value $2,541,339.

    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 100,343 shares
    Change vs previous 13F +14,770 shares

    0.05% of the 13F portfolio, value $2,311,901.

    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 85,573 shares
    Change vs previous 13F +13,820 shares

    0.05% of the 13F portfolio, value $1,948,496.

    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 71,753 shares
    Change vs previous 13F +10,314 shares

    0.04% of the 13F portfolio, value $1,595,785.

    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 61,439 shares
    Change vs previous 13F +11,379 shares

    0.05% of the 13F portfolio, value $1,310,496.

    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 50,060 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,072,285.

    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).