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INDEPENDENT FINANCIAL GROUP, LLC: ITA position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 59,327 ITA 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 59,327 shares
    Change vs previous 13F +2,435 shares

    0.22% of the 13F portfolio, value $12,291,421.

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

  2. period ended2026-06-30
    13F 56,892 shares
    Change vs previous 13F +948 shares

    0.26% of the 13F portfolio, value $13,791,720.

    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 55,944 shares
    Change vs previous 13F +1,078 shares

    0.27% of the 13F portfolio, value $12,237,800.

    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 54,866 shares
    Change vs previous 13F +1,882 shares

    0.26% of the 13F portfolio, value $11,779,132.

    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 52,984 shares
    Change vs previous 13F +6,181 shares

    0.27% of the 13F portfolio, value $11,087,382.

    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 46,803 shares
    Change vs previous 13F -4,593 shares

    0.24% of the 13F portfolio, value $8,828,914.

    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 51,396 shares
    Change vs previous 13F -22,641 shares

    0.27% of the 13F portfolio, value $7,868,688.

    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 74,037 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $10,761,243.

    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).