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INDEPENDENT FINANCIAL GROUP, LLC: IWO position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 3,160 IWO 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 3,160 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $1,127,804.

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

  2. period ended2026-06-30
    13F 3,155 shares
    Change vs previous 13F -26 shares

    0.02% of the 13F portfolio, value $1,242,944.

    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 3,181 shares
    Change vs previous 13F -60 shares

    0.02% of the 13F portfolio, value $998,230.

    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 3,241 shares
    Change vs previous 13F -349 shares

    0.02% of the 13F portfolio, value $1,046,875.

    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 3,590 shares
    Change vs previous 13F +119 shares

    0.03% of the 13F portfolio, value $1,148,944.

    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 3,471 shares
    Change vs previous 13F +336 shares

    0.03% of the 13F portfolio, value $992,220.

    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 3,135 shares
    Change vs previous 13F -6,749 shares

    0.03% of the 13F portfolio, value $801,087.

    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 9,884 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,844,813.

    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).