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INDEPENDENT FINANCIAL GROUP, LLC: HEFA position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 28,273 HEFA 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 28,273 shares
    Change vs previous 13F -42 shares

    0.02% of the 13F portfolio, value $1,311,574.

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

  2. period ended2026-06-30
    13F 28,315 shares
    Change vs previous 13F +364 shares

    0.02% of the 13F portfolio, value $1,328,707.

    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 27,951 shares
    Change vs previous 13F +162 shares

    0.03% of the 13F portfolio, value $1,187,785.

    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 27,789 shares
    Change vs previous 13F -9,872 shares

    0.03% of the 13F portfolio, value $1,149,349.

    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 37,661 shares
    Change vs previous 13F +2,639 shares

    0.04% of the 13F portfolio, value $1,491,760.

    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 35,022 shares
    Change vs previous 13F +8,233 shares

    0.04% of the 13F portfolio, value $1,329,436.

    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 26,789 shares
    Change vs previous 13F +5,908 shares

    0.03% of the 13F portfolio, value $972,172.

    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 20,881 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $725,615.

    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).