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INDEPENDENT FINANCIAL GROUP, LLC: EPD position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 163,313 EPD 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 163,313 shares
    Change vs previous 13F -7,714 shares

    0.11% of the 13F portfolio, value $5,815,581.

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

  2. period ended2026-06-30
    13F 171,027 shares
    Change vs previous 13F +2,163 shares

    0.12% of the 13F portfolio, value $6,286,947.

    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 168,864 shares
    Change vs previous 13F -23,923 shares

    0.14% of the 13F portfolio, value $6,389,822.

    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 192,787 shares
    Change vs previous 13F +20,230 shares

    0.14% of the 13F portfolio, value $6,180,744.

    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 172,557 shares
    Change vs previous 13F -5,422 shares

    0.13% of the 13F portfolio, value $5,395,847.

    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 177,979 shares
    Change vs previous 13F +11,106 shares

    0.15% of the 13F portfolio, value $5,519,125.

    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 166,873 shares
    Change vs previous 13F +10,829 shares

    0.2% of the 13F portfolio, value $5,697,061.

    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 156,044 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,893,553.

    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).