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INDEPENDENT FINANCIAL GROUP, LLC: IWV position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 3,944 IWV 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 3,944 shares
    Change vs previous 13F -239 shares

    0.03% of the 13F portfolio, value $1,702,305.

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

  2. period ended2026-06-30
    13F 4,183 shares
    Change vs previous 13F -326 shares

    0.03% of the 13F portfolio, value $1,783,418.

    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 4,509 shares
    Change vs previous 13F -331 shares

    0.04% of the 13F portfolio, value $1,671,161.

    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 4,840 shares
    Change vs previous 13F -379 shares

    0.04% of the 13F portfolio, value $1,872,063.

    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 5,219 shares
    Change vs previous 13F -197 shares

    0.05% of the 13F portfolio, value $1,977,719.

    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 5,416 shares
    Change vs previous 13F -115 shares

    0.05% of the 13F portfolio, value $1,900,998.

    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 5,531 shares
    Change vs previous 13F +957 shares

    0.06% of the 13F portfolio, value $1,757,126.

    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 4,574 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,529,087.

    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).