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INDEPENDENT FINANCIAL GROUP, LLC: PCEF position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 36,825 PCEF 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 36,825 shares
    Change vs previous 13F -10,650 shares

    0.01% of the 13F portfolio, value $712,564.

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

  2. period ended2026-06-30
    13F 47,475 shares
    Change vs previous 13F +475 shares

    0.02% of the 13F portfolio, value $964,217.

    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 47,000 shares
    Change vs previous 13F -900 shares

    0.02% of the 13F portfolio, value $884,540.

    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 47,900 shares
    Change vs previous 13F -2,220 shares

    0.02% of the 13F portfolio, value $952,252.

    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 50,120 shares
    Change vs previous 13F +900 shares

    0.02% of the 13F portfolio, value $1,000,896.

    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 49,220 shares
    Change vs previous 13F +12,615 shares

    0.03% of the 13F portfolio, value $961,759.

    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 36,605 shares
    Change vs previous 13F +2,475 shares

    0.02% of the 13F portfolio, value $690,004.

    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 34,130 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $653,931.

    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).