Skip to content
Disclosery

INDEPENDENT FINANCIAL GROUP, LLC: JULW position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 18,540 JULW 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 18,540 shares
    Change vs previous 13F -5,354 shares

    0.01% of the 13F portfolio, value $769,523.

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

  2. period ended2026-06-30
    13F 23,894 shares
    Change vs previous 13F +557 shares

    0.02% of the 13F portfolio, value $975,353.

    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 23,337 shares
    Change vs previous 13F +2,958 shares

    0.02% of the 13F portfolio, value $905,749.

    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 20,379 shares
    Change vs previous 13F +957 shares

    0.02% of the 13F portfolio, value $797,226.

    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 19,422 shares
    Change vs previous 13F -995 shares

    0.02% of the 13F portfolio, value $745,902.

    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 20,417 shares
    Change vs previous 13F -4,005 shares

    0.02% of the 13F portfolio, value $758,900.

    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 24,422 shares
    Change vs previous 13F -9,014 shares

    0.03% of the 13F portfolio, value $841,729.

    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 33,436 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,172,420.

    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).