Skip to content
Disclosery

INDEPENDENT FINANCIAL GROUP, LLC: PHO position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 9,407 PHO 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 9,407 shares
    Change vs previous 13F +510 shares

    0.01% of the 13F portfolio, value $638,092.

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

  2. period ended2026-06-30
    13F 8,897 shares
    Change vs previous 13F +2,877 shares

    0.01% of the 13F portfolio, value $614,610.

    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 6,020 shares
    Change vs previous 13F +870 shares

    0.01% of the 13F portfolio, value $402,482.

    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 5,150 shares
    Change vs previous 13F -6,236 shares

    0.01% of the 13F portfolio, value $362,574.

    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 11,386 shares
    Change vs previous 13F +146 shares

    0.02% of the 13F portfolio, value $821,067.

    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 11,240 shares
    Change vs previous 13F +58 shares

    0.02% of the 13F portfolio, value $785,795.

    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 11,182 shares
    Change vs previous 13F +3,727 shares

    0.02% of the 13F portfolio, value $721,452.

    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 7,455 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $490,437.

    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).