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INDEPENDENT FINANCIAL GROUP, LLC: IVT position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 10,748 IVT 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 10,748 shares
    Change vs previous 13F -5,784 shares

    0.01% of the 13F portfolio, value $324,053.

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

  2. period ended2026-06-30
    13F 16,532 shares
    Change vs previous 13F -3,419 shares

    0.01% of the 13F portfolio, value $585,232.

    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 19,951 shares
    Change vs previous 13F -300 shares

    0.01% of the 13F portfolio, value $607,708.

    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 20,251 shares
    Change vs previous 13F -184 shares

    0.01% of the 13F portfolio, value $571,281.

    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 20,435 shares
    Change vs previous 13F +2,000 shares

    0.01% of the 13F portfolio, value $584,849.

    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 18,435 shares
    Change vs previous 13F +3,053 shares

    0.01% of the 13F portfolio, value $505,119.

    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 15,382 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $451,770.

    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 15,382 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $463,460.

    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).