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INDEPENDENT FINANCIAL GROUP, LLC: IVW position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 42,600 IVW 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 42,600 shares
    Change vs previous 13F -19,186 shares

    0.11% of the 13F portfolio, value $6,060,246.

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

  2. period ended2026-06-30
    13F 61,786 shares
    Change vs previous 13F +18,617 shares

    0.16% of the 13F portfolio, value $8,497,371.

    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 43,169 shares
    Change vs previous 13F -22,257 shares

    0.11% of the 13F portfolio, value $4,882,887.

    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 65,426 shares
    Change vs previous 13F +4,177 shares

    0.18% of the 13F portfolio, value $8,064,465.

    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 61,249 shares
    Change vs previous 13F +7,099 shares

    0.18% of the 13F portfolio, value $7,393,940.

    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 54,150 shares
    Change vs previous 13F +5,770 shares

    0.16% of the 13F portfolio, value $5,961,934.

    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 48,380 shares
    Change vs previous 13F -21,926 shares

    0.15% of the 13F portfolio, value $4,491,127.

    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 70,306 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,138,214.

    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).