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INDEPENDENT FINANCIAL GROUP, LLC: O position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 64,273 O 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 64,273 shares
    Change vs previous 13F +3,665 shares

    0.06% of the 13F portfolio, value $3,490,007.

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

  2. period ended2026-06-30
    13F 60,608 shares
    Change vs previous 13F +4,887 shares

    0.07% of the 13F portfolio, value $3,755,294.

    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 55,721 shares
    Change vs previous 13F +7,866 shares

    0.08% of the 13F portfolio, value $3,409,013.

    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 47,855 shares
    Change vs previous 13F +6,675 shares

    0.06% of the 13F portfolio, value $2,697,619.

    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 41,180 shares
    Change vs previous 13F +1,744 shares

    0.06% of the 13F portfolio, value $2,503,336.

    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 39,436 shares
    Change vs previous 13F +6,567 shares

    0.06% of the 13F portfolio, value $2,271,931.

    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 32,869 shares
    Change vs previous 13F +3,146 shares

    0.07% of the 13F portfolio, value $1,906,707.

    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 29,723 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,587,521.

    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).