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INDEPENDENT FINANCIAL GROUP, LLC: PM position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 14,508 PM 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 14,508 shares
    Change vs previous 13F +39 shares

    0.05% of the 13F portfolio, value $2,768,382.

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

  2. period ended2026-06-30
    13F 14,469 shares
    Change vs previous 13F -753 shares

    0.05% of the 13F portfolio, value $2,617,529.

    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 15,222 shares
    Change vs previous 13F -49 shares

    0.06% of the 13F portfolio, value $2,516,879.

    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 15,271 shares
    Change vs previous 13F -446 shares

    0.05% of the 13F portfolio, value $2,449,537.

    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 15,717 shares
    Change vs previous 13F -4,373 shares

    0.06% of the 13F portfolio, value $2,549,231.

    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 20,090 shares
    Change vs previous 13F +299 shares

    0.1% of the 13F portfolio, value $3,658,913.

    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 19,791 shares
    Change vs previous 13F +1,395 shares

    0.11% of the 13F portfolio, value $3,141,396.

    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 18,396 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,213,969.

    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).