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INDEPENDENT FINANCIAL GROUP, LLC: PGX position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 56,014 PGX 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 56,014 shares
    Change vs previous 13F -14,816 shares

    0.01% of the 13F portfolio, value $564,061.

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

  2. period ended2026-06-30
    13F 70,830 shares
    Change vs previous 13F -10,061 shares

    0.01% of the 13F portfolio, value $767,797.

    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 80,891 shares
    Change vs previous 13F -3,382 shares

    0.02% of the 13F portfolio, value $880,094.

    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 84,273 shares
    Change vs previous 13F -20,885 shares

    0.02% of the 13F portfolio, value $947,229.

    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 105,158 shares
    Change vs previous 13F -11,645 shares

    0.03% of the 13F portfolio, value $1,219,833.

    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 116,803 shares
    Change vs previous 13F -5,053 shares

    0.04% of the 13F portfolio, value $1,300,017.

    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 121,856 shares
    Change vs previous 13F -26,983 shares

    0.05% of the 13F portfolio, value $1,367,224.

    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 148,839 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,716,114.

    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).