INDEPENDENT FINANCIAL GROUP, LLC: PFXF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INDEPENDENT FINANCIAL GROUP, LLC on PFXF, newest first. How the timeline and the estimate are built.
INDEPENDENT FINANCIAL GROUP, LLC held 110,694 PFXF shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 110,694 sharesChange vs previous 13F -6,267 shares
0.04% of the 13F portfolio, value $1,974,783.
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).
- period ended2026-03-3113F/A 116,961 sharesChange vs previous 13F +6,683 shares
0.05% of the 13F portfolio, value $2,051,496.
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 110,278 sharesChange vs previous 13F -13,828 shares
0.04% of the 13F portfolio, value $1,947,517.
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).
- period ended2025-09-3013F 124,106 sharesChange vs previous 13F +18,611 shares
0.05% of the 13F portfolio, value $2,205,361.
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 105,495 sharesChange vs previous 13F +7,973 shares
0.05% of the 13F portfolio, value $1,806,082.
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).
- period ended2025-03-3113F 97,522 sharesChange vs previous 13F +15,309 shares
0.06% of the 13F portfolio, value $1,634,474.
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 82,213 sharesChange vs previous 13F +5,761 shares
0.05% of the 13F portfolio, value $1,418,176.
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).
- period ended2024-09-3013F 76,452 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,396,031.
13F-HR 0000275484-26-000011 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).