Skip to content

INDEPENDENT FINANCIAL GROUP, LLC: IEZ position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 75,661 IEZ 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 75,661 shares
    Change vs previous 13F -11,641 shares

    0.04% of the 13F portfolio, value $2,006,543.

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

  2. period ended2026-06-30
    13F 87,302 shares
    Change vs previous 13F -35,794 shares

    0.04% of the 13F portfolio, value $2,348,419.

    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 123,096 shares
    Change vs previous 13F +3,799 shares

    0.08% of the 13F portfolio, value $3,563,636.

    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 119,297 shares
    Change vs previous 13F -901 shares

    0.06% of the 13F portfolio, value $2,489,723.

    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 120,198 shares
    Change vs previous 13F -17,107 shares

    0.06% of the 13F portfolio, value $2,318,619.

    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 137,305 shares
    Change vs previous 13F -48,982 shares

    0.06% of the 13F portfolio, value $2,330,063.

    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 186,287 shares
    Change vs previous 13F +13,501 shares

    0.12% of the 13F portfolio, value $3,632,591.

    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 172,786 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,422,886.

    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).