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INDEPENDENT FINANCIAL GROUP, LLC: LVHI position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 158,015 LVHI 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 158,015 shares
    Change vs previous 13F +5,250 shares

    0.12% of the 13F portfolio, value $6,590,817.

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

  2. period ended2026-06-30
    13F 152,765 shares
    Change vs previous 13F -1,602 shares

    0.12% of the 13F portfolio, value $6,199,961.

    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 154,367 shares
    Change vs previous 13F -3,297 shares

    0.14% of the 13F portfolio, value $6,258,037.

    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 157,664 shares
    Change vs previous 13F +16,837 shares

    0.13% of the 13F portfolio, value $5,805,184.

    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 140,827 shares
    Change vs previous 13F +8,515 shares

    0.12% of the 13F portfolio, value $4,893,752.

    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 132,312 shares
    Change vs previous 13F +45,034 shares

    0.12% of the 13F portfolio, value $4,306,749.

    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 87,278 shares
    Change vs previous 13F +4,067 shares

    0.1% of the 13F portfolio, value $2,825,192.

    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 83,211 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,539,594.

    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).