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INDEPENDENT FINANCIAL GROUP, LLC: COST position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 33,072 COST 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 33,072 shares
    Change vs previous 13F -947 shares

    0.55% of the 13F portfolio, value $30,106,437.

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

  2. period ended2026-06-30
    13F 34,019 shares
    Change vs previous 13F -868 shares

    0.6% of the 13F portfolio, value $31,824,153.

    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 34,887 shares
    Change vs previous 13F -104 shares

    0.78% of the 13F portfolio, value $34,763,230.

    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 34,991 shares
    Change vs previous 13F +784 shares

    0.67% of the 13F portfolio, value $30,173,503.

    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 34,207 shares
    Change vs previous 13F +325 shares

    0.76% of the 13F portfolio, value $31,662,822.

    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 33,882 shares
    Change vs previous 13F -298 shares

    0.92% of the 13F portfolio, value $33,541,802.

    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 34,180 shares
    Change vs previous 13F +498 shares

    1.11% of the 13F portfolio, value $32,327,272.

    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 33,682 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $30,861,858.

    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).