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INDEPENDENT FINANCIAL GROUP, LLC: ORCL position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 31,380 ORCL 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 31,380 shares
    Change vs previous 13F +2,230 shares

    0.08% of the 13F portfolio, value $4,308,407.

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

  2. period ended2026-06-30
    13F 29,150 shares
    Change vs previous 13F +4,140 shares

    0.08% of the 13F portfolio, value $4,272,043.

    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 25,010 shares
    Change vs previous 13F -1,808 shares

    0.08% of the 13F portfolio, value $3,679,328.

    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 26,818 shares
    Change vs previous 13F -635 shares

    0.12% of the 13F portfolio, value $5,227,143.

    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 27,453 shares
    Change vs previous 13F +6,708 shares

    0.19% of the 13F portfolio, value $7,720,975.

    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 20,745 shares
    Change vs previous 13F +138 shares

    0.12% of the 13F portfolio, value $4,535,549.

    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 20,607 shares
    Change vs previous 13F -3,429 shares

    0.1% of the 13F portfolio, value $2,881,129.

    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 24,036 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,005,338.

    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).