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INDEPENDENT FINANCIAL GROUP, LLC: IWF position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 37,120 IWF 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 37,120 shares
    Change vs previous 13F +650 shares

    0.08% of the 13F portfolio, value $4,649,654.

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

  2. period ended2026-06-30
    13F 36,470 shares
    Change vs previous 13F +27,224 shares

    0.08% of the 13F portfolio, value $4,528,473.

    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 9,246 shares
    Change vs previous 13F -621 shares

    0.09% of the 13F portfolio, value $3,942,425.

    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 9,867 shares
    Change vs previous 13F +721 shares

    0.1% of the 13F portfolio, value $4,670,272.

    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 9,146 shares
    Change vs previous 13F +268 shares

    0.1% of the 13F portfolio, value $4,284,005.

    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 8,878 shares
    Change vs previous 13F +1,056 shares

    0.1% of the 13F portfolio, value $3,769,601.

    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 7,822 shares
    Change vs previous 13F -954 shares

    0.1% of the 13F portfolio, value $2,824,491.

    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 8,776 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,524,155.

    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).