Skip to content
Disclosery

INDEPENDENT FINANCIAL GROUP, LLC: PTY position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 157,718 PTY 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 157,718 shares
    Change vs previous 13F +90,415 shares

    0.03% of the 13F portfolio, value $1,736,478.

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

  2. period ended2026-06-30
    13F 67,303 shares
    Change vs previous 13F -25,941 shares

    0.02% of the 13F portfolio, value $809,656.

    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 93,244 shares
    Change vs previous 13F -3,466 shares

    0.03% of the 13F portfolio, value $1,124,523.

    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 96,710 shares
    Change vs previous 13F -17,580 shares

    0.03% of the 13F portfolio, value $1,247,556.

    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 114,290 shares
    Change vs previous 13F +9,151 shares

    0.04% of the 13F portfolio, value $1,650,354.

    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 105,139 shares
    Change vs previous 13F -12,539 shares

    0.04% of the 13F portfolio, value $1,462,482.

    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 117,678 shares
    Change vs previous 13F +59 shares

    0.06% of the 13F portfolio, value $1,701,626.

    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 117,619 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,690,188.

    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).