INDEPENDENT FINANCIAL GROUP, LLC: DOCS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INDEPENDENT FINANCIAL GROUP, LLC on DOCS, newest first. How the timeline and the estimate are built.
INDEPENDENT FINANCIAL GROUP, LLC held 0 DOCS shares at 2025-12-31 per its 13F-HR filed 2026-05-15.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -3,444 shares
13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 3,444 sharesChange vs previous 13F +125 shares
0.01% of the 13F portfolio, value $251,929.
13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,319 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $203,587.
13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).