Skip to content
Disclosery

INDEPENDENT FINANCIAL GROUP, LLC: PDI position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 580,408 PDI 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 580,408 shares
    Change vs previous 13F -137,010 shares

    0.15% of the 13F portfolio, value $8,143,128.

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

  2. period ended2026-06-30
    13F 717,418 shares
    Change vs previous 13F -14,126 shares

    0.22% of the 13F portfolio, value $11,980,888.

    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 731,544 shares
    Change vs previous 13F +1,830 shares

    0.28% of the 13F portfolio, value $12,516,718.

    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 729,714 shares
    Change vs previous 13F -102,726 shares

    0.29% of the 13F portfolio, value $12,923,250.

    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 832,440 shares
    Change vs previous 13F +28,935 shares

    0.4% of the 13F portfolio, value $16,482,327.

    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 803,505 shares
    Change vs previous 13F -354,919 shares

    0.42% of the 13F portfolio, value $15,242,487.

    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 1,158,424 shares
    Change vs previous 13F +502,743 shares

    0.79% of the 13F portfolio, value $22,936,799.

    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 655,681 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $12,025,176.

    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).