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INDEPENDENT FINANCIAL GROUP, LLC: IVE position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 16,078 IVE 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 16,078 shares
    Change vs previous 13F -533 shares

    0.07% of the 13F portfolio, value $3,670,238.

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

  2. period ended2026-06-30
    13F 16,611 shares
    Change vs previous 13F +1,077 shares

    0.07% of the 13F portfolio, value $3,771,647.

    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 15,534 shares
    Change vs previous 13F -411 shares

    0.07% of the 13F portfolio, value $3,280,033.

    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 15,945 shares
    Change vs previous 13F +684 shares

    0.08% of the 13F portfolio, value $3,381,360.

    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 15,261 shares
    Change vs previous 13F -1,018 shares

    0.08% of the 13F portfolio, value $3,151,632.

    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 16,279 shares
    Change vs previous 13F +5,364 shares

    0.09% of the 13F portfolio, value $3,181,275.

    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 10,915 shares
    Change vs previous 13F -6,068 shares

    0.07% of the 13F portfolio, value $2,080,162.

    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 16,983 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,241,802.

    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).