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INDEPENDENT FINANCIAL GROUP, LLC: PHYS position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 23,886 PHYS 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 23,886 shares
    Change vs previous 13F +4,611 shares

    0.01% of the 13F portfolio, value $746,915.

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

  2. period ended2026-06-30
    13F 19,275 shares
    Change vs previous 13F +500 shares

    0.01% of the 13F portfolio, value $581,527.

    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 18,775 shares
    Change vs previous 13F -834 shares

    0.01% of the 13F portfolio, value $665,386.

    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 19,609 shares
    Change vs previous 13F +1,045 shares

    0.01% of the 13F portfolio, value $647,489.

    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 18,564 shares
    Change vs previous 13F +2,213 shares

    0.01% of the 13F portfolio, value $549,865.

    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 16,351 shares
    Change vs previous 13F -118,804 shares

    0.01% of the 13F portfolio, value $414,498.

    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 135,155 shares
    Change vs previous 13F -378,592 shares

    0.11% of the 13F portfolio, value $3,251,829.

    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 513,747 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $10,346,864.

    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).