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INDEPENDENT FINANCIAL GROUP, LLC: IUSB position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 186,096 IUSB 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 186,096 shares
    Change vs previous 13F +6,751 shares

    0.15% of the 13F portfolio, value $8,204,961.

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

  2. period ended2026-06-30
    13F 179,345 shares
    Change vs previous 13F +35,670 shares

    0.15% of the 13F portfolio, value $8,276,750.

    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 143,675 shares
    Change vs previous 13F +5,259 shares

    0.15% of the 13F portfolio, value $6,636,361.

    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 138,416 shares
    Change vs previous 13F +100,025 shares

    0.14% of the 13F portfolio, value $6,441,892.

    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 38,391 shares
    Change vs previous 13F -516 shares

    0.04% of the 13F portfolio, value $1,793,244.

    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 38,907 shares
    Change vs previous 13F +6,441 shares

    0.05% of the 13F portfolio, value $1,798,671.

    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 32,466 shares
    Change vs previous 13F -2,382 shares

    0.05% of the 13F portfolio, value $1,496,033.

    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 34,848 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,575,129.

    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).