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INDEPENDENT FINANCIAL GROUP, LLC: EXPE position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 4,714 EXPE 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 4,714 shares
    Change vs previous 13F +976 shares

    0.02% of the 13F portfolio, value $1,241,479.

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

  2. period ended2026-06-30
    13F 3,738 shares
    Change vs previous 13F +521 shares

    0.02% of the 13F portfolio, value $956,479.

    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 3,217 shares
    Change vs previous 13F +1,482 shares

    0.02% of the 13F portfolio, value $742,773.

    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 1,735 shares
    Change vs previous 13F -1,227 shares

    0.01% of the 13F portfolio, value $491,543.

    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 2,962 shares
    Change vs previous 13F +1,524 shares

    0.02% of the 13F portfolio, value $633,127.

    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 1,438 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $242,562.

    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).