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INDEPENDENT FINANCIAL GROUP, LLC: EXC position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 13,503 EXC 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 13,503 shares
    Change vs previous 13F +220 shares

    0.01% of the 13F portfolio, value $545,525.

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

  2. period ended2026-06-30
    13F 13,283 shares
    Change vs previous 13F -190 shares

    0.01% of the 13F portfolio, value $619,260.

    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 13,473 shares
    Change vs previous 13F +132 shares

    0.01% of the 13F portfolio, value $660,469.

    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 13,341 shares
    Change vs previous 13F +515 shares

    0.01% of the 13F portfolio, value $581,534.

    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 12,826 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $577,298.

    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 12,830 shares
    Change vs previous 13F -6,796 shares

    0.02% of the 13F portfolio, value $557,079.

    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 19,626 shares
    Change vs previous 13F +12,671 shares

    0.03% of the 13F portfolio, value $904,366.

    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 6,955 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $261,798.

    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).