Skip to content
Disclosery

INDEPENDENT FINANCIAL GROUP, LLC: FDVV position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 70,361 FDVV 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 70,361 shares
    Change vs previous 13F -1,724 shares

    0.08% of the 13F portfolio, value $4,273,024.

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

  2. period ended2026-06-30
    13F 72,085 shares
    Change vs previous 13F +3,087 shares

    0.08% of the 13F portfolio, value $4,345,989.

    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 68,998 shares
    Change vs previous 13F +4,186 shares

    0.09% of the 13F portfolio, value $3,811,429.

    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 64,812 shares
    Change vs previous 13F +759 shares

    0.08% of the 13F portfolio, value $3,674,187.

    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 64,053 shares
    Change vs previous 13F +51,032 shares

    0.09% of the 13F portfolio, value $3,568,416.

    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 13,021 shares
    Change vs previous 13F -1,140 shares

    0.02% of the 13F portfolio, value $677,352.

    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 14,161 shares
    Change vs previous 13F +1,356 shares

    0.02% of the 13F portfolio, value $702,386.

    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 12,805 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $639,481.

    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).