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INDEPENDENT FINANCIAL GROUP, LLC: IJR position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 58,862 IJR 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 58,862 shares
    Change vs previous 13F -122 shares

    0.15% of the 13F portfolio, value $8,007,615.

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

  2. period ended2026-06-30
    13F 58,984 shares
    Change vs previous 13F +3,882 shares

    0.16% of the 13F portfolio, value $8,747,877.

    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 55,102 shares
    Change vs previous 13F +2,735 shares

    0.15% of the 13F portfolio, value $6,849,776.

    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 52,367 shares
    Change vs previous 13F +1,306 shares

    0.14% of the 13F portfolio, value $6,293,423.

    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 51,061 shares
    Change vs previous 13F -1,047 shares

    0.15% of the 13F portfolio, value $6,067,596.

    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 52,108 shares
    Change vs previous 13F -4,385 shares

    0.16% of the 13F portfolio, value $5,694,869.

    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 56,493 shares
    Change vs previous 13F -1,072 shares

    0.2% of the 13F portfolio, value $5,907,473.

    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 57,565 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,632,716.

    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).