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INDEPENDENT FINANCIAL GROUP, LLC: IDU position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 7,660 IDU 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 7,660 shares
    Change vs previous 13F -147 shares

    0.01% of the 13F portfolio, value $772,501.

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

  2. period ended2026-06-30
    13F 7,807 shares
    Change vs previous 13F -1,960 shares

    0.02% of the 13F portfolio, value $894,687.

    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 9,767 shares
    Change vs previous 13F -14,615 shares

    0.03% of the 13F portfolio, value $1,134,073.

    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 24,382 shares
    Change vs previous 13F +3,783 shares

    0.06% of the 13F portfolio, value $2,642,036.

    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 20,599 shares
    Change vs previous 13F -2,129 shares

    0.05% of the 13F portfolio, value $2,284,473.

    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 22,728 shares
    Change vs previous 13F +18 shares

    0.07% of the 13F portfolio, value $2,376,656.

    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 22,710 shares
    Change vs previous 13F -37,437 shares

    0.08% of the 13F portfolio, value $2,303,314.

    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 60,147 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,786,747.

    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).