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INDEPENDENT FINANCIAL GROUP, LLC: IJUL position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 67,076 IJUL 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 67,076 shares
    Change vs previous 13F -28 shares

    0.04% of the 13F portfolio, value $2,423,408.

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

  2. period ended2026-06-30
    13F 67,104 shares
    Change vs previous 13F -1,564 shares

    0.05% of the 13F portfolio, value $2,413,731.

    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 68,668 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $2,317,552.

    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 68,668 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $2,300,920.

    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 68,668 shares
    Change vs previous 13F +2,194 shares

    0.05% of the 13F portfolio, value $2,244,468.

    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 66,474 shares
    Change vs previous 13F -69 shares

    0.06% of the 13F portfolio, value $2,123,180.

    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 66,543 shares
    Change vs previous 13F -885 shares

    0.07% of the 13F portfolio, value $1,937,732.

    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 67,428 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,867,486.

    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).