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INDEPENDENT FINANCIAL GROUP, LLC: FDL position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 52,909 FDL 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 52,909 shares
    Change vs previous 13F +307 shares

    0.05% of the 13F portfolio, value $2,598,379.

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

  2. period ended2026-06-30
    13F 52,602 shares
    Change vs previous 13F -2,618 shares

    0.05% of the 13F portfolio, value $2,559,613.

    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 55,220 shares
    Change vs previous 13F +2,686 shares

    0.06% of the 13F portfolio, value $2,805,172.

    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 52,534 shares
    Change vs previous 13F -8,345 shares

    0.05% of the 13F portfolio, value $2,329,351.

    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 60,879 shares
    Change vs previous 13F +6,157 shares

    0.06% of the 13F portfolio, value $2,642,762.

    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 54,722 shares
    Change vs previous 13F +17,626 shares

    0.06% of the 13F portfolio, value $2,291,200.

    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 37,096 shares
    Change vs previous 13F -3,372 shares

    0.06% of the 13F portfolio, value $1,611,450.

    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 40,468 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,629,242.

    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).