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INDEPENDENT FINANCIAL GROUP, LLC: IBB position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 18,701 IBB 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 18,701 shares
    Change vs previous 13F -1,310 shares

    0.07% of the 13F portfolio, value $3,937,116.

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

  2. period ended2026-06-30
    13F 20,011 shares
    Change vs previous 13F +3,965 shares

    0.07% of the 13F portfolio, value $3,805,882.

    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 16,046 shares
    Change vs previous 13F +240 shares

    0.06% of the 13F portfolio, value $2,709,354.

    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 15,806 shares
    Change vs previous 13F +1,887 shares

    0.06% of the 13F portfolio, value $2,667,543.

    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 13,919 shares
    Change vs previous 13F -265 shares

    0.05% of the 13F portfolio, value $2,009,429.

    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 14,184 shares
    Change vs previous 13F -649 shares

    0.05% of the 13F portfolio, value $1,794,355.

    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 14,833 shares
    Change vs previous 13F +5,177 shares

    0.07% of the 13F portfolio, value $1,897,140.

    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 9,656 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,276,620.

    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).