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Disclosery

INDEPENDENT FINANCIAL GROUP, LLC: CLOI position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 24,355 CLOI 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 24,355 shares
    Change vs previous 13F +24,355 shares

    0.02% of the 13F portfolio, value $1,290,084.

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -4,375 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 4,375 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $231,656.

    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).