INDEPENDENT FINANCIAL GROUP, LLC: PATH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INDEPENDENT FINANCIAL GROUP, LLC on PATH, newest first. How the timeline and the estimate are built.
INDEPENDENT FINANCIAL GROUP, LLC held 0 PATH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -11,474 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F/A 11,474 sharesChange vs previous 13F +11,474 shares
<0.01% of the 13F portfolio, value $127,361.
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 0 sharesChange vs previous 13F -11,622 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 11,622 sharesChange vs previous 13F +11,622 shares
<0.01% of the 13F portfolio, value $155,502.
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 0 sharesChange vs previous 13F -11,668 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 11,668 sharesChange vs previous 13F -10,150 shares
<0.01% of the 13F portfolio, value $120,180.
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 21,818 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $277,307.
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).