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INDEPENDENT FINANCIAL GROUP, LLC: IBM position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 28,101 IBM 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 28,101 shares
    Change vs previous 13F -4,201 shares

    0.11% of the 13F portfolio, value $6,180,265.

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

  2. period ended2026-06-30
    13F 32,302 shares
    Change vs previous 13F -21,535 shares

    0.17% of the 13F portfolio, value $9,083,754.

    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 53,837 shares
    Change vs previous 13F -8,462 shares

    0.29% of the 13F portfolio, value $13,049,483.

    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 62,299 shares
    Change vs previous 13F +14,397 shares

    0.41% of the 13F portfolio, value $18,453,635.

    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 47,902 shares
    Change vs previous 13F +14,169 shares

    0.32% of the 13F portfolio, value $13,516,165.

    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 33,733 shares
    Change vs previous 13F +3,328 shares

    0.27% of the 13F portfolio, value $9,943,893.

    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 30,405 shares
    Change vs previous 13F +13,415 shares

    0.26% of the 13F portfolio, value $7,560,593.

    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 16,990 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,735,125.

    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).