Skip to content
Disclosery

INDEPENDENT FINANCIAL GROUP, LLC: JPEF position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 2,668 JPEF 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 2,668 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $216,833.

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

  2. period ended2026-06-30
    13F 2,668 shares
    Change vs previous 13F -547 shares

    <0.01% of the 13F portfolio, value $214,321.

    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 3,215 shares
    Change vs previous 13F +265 shares

    0.01% of the 13F portfolio, value $230,868.

    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 2,950 shares
    Change vs previous 13F +225 shares

    <0.01% of the 13F portfolio, value $220,327.

    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 2,725 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $201,895.

    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).