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INDEPENDENT FINANCIAL GROUP, LLC: PFL position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 466,636 PFL 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 466,636 shares
    Change vs previous 13F -58,103 shares

    0.06% of the 13F portfolio, value $3,219,792.

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

  2. period ended2026-06-30
    13F 524,739 shares
    Change vs previous 13F -25,416 shares

    0.08% of the 13F portfolio, value $4,134,942.

    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 550,155 shares
    Change vs previous 13F -9,181 shares

    0.1% of the 13F portfolio, value $4,401,240.

    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 559,336 shares
    Change vs previous 13F -100 shares

    0.11% of the 13F portfolio, value $4,715,202.

    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 559,436 shares
    Change vs previous 13F +9,417 shares

    0.11% of the 13F portfolio, value $4,766,395.

    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 550,019 shares
    Change vs previous 13F -5,641 shares

    0.13% of the 13F portfolio, value $4,587,158.

    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 555,660 shares
    Change vs previous 13F -32,868 shares

    0.16% of the 13F portfolio, value $4,778,677.

    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 588,528 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,931,865.

    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).