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INDEPENDENT FINANCIAL GROUP, LLC: IYW position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 32,980 IYW 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 32,980 shares
    Change vs previous 13F -14,528 shares

    0.16% of the 13F portfolio, value $8,736,372.

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

  2. period ended2026-06-30
    13F 47,508 shares
    Change vs previous 13F +25,033 shares

    0.22% of the 13F portfolio, value $11,983,075.

    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 22,475 shares
    Change vs previous 13F -18,098 shares

    0.09% of the 13F portfolio, value $4,077,497.

    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 40,573 shares
    Change vs previous 13F +15 shares

    0.18% of the 13F portfolio, value $8,101,636.

    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 40,558 shares
    Change vs previous 13F +7,407 shares

    0.19% of the 13F portfolio, value $7,943,691.

    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 33,151 shares
    Change vs previous 13F +7,424 shares

    0.16% of the 13F portfolio, value $5,744,047.

    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 25,727 shares
    Change vs previous 13F -13,213 shares

    0.12% of the 13F portfolio, value $3,613,132.

    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 38,940 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,211,661.

    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).