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
- period ended2026-09-3013F 158,015 sharesChange 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 - period ended2026-06-3013F 152,765 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 154,367 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 157,664 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 140,827 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 132,312 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 87,278 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 83,211 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).