Skip to content
Disclosery

INDEPENDENT FINANCIAL GROUP, LLC: IWP position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 15,206 IWP 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 15,206 shares
    Change vs previous 13F -3,937 shares

    0.04% of the 13F portfolio, value $2,093,522.

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

  2. period ended2026-06-30
    13F 19,143 shares
    Change vs previous 13F +5,587 shares

    0.05% of the 13F portfolio, value $2,802,662.

    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 13,556 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $1,736,850.

    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 13,551 shares
    Change vs previous 13F -836 shares

    0.04% of the 13F portfolio, value $1,855,721.

    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 14,387 shares
    Change vs previous 13F -352 shares

    0.05% of the 13F portfolio, value $2,048,865.

    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 14,739 shares
    Change vs previous 13F +839 shares

    0.06% of the 13F portfolio, value $2,043,992.

    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 13,900 shares
    Change vs previous 13F +336 shares

    0.06% of the 13F portfolio, value $1,633,075.

    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 13,564 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,719,176.

    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).