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INDEPENDENT FINANCIAL GROUP, LLC: QQQE position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 130,804 QQQE 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 130,804 shares
    Change vs previous 13F -14,370 shares

    0.29% of the 13F portfolio, value $15,710,868.

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

  2. period ended2026-06-30
    13F 145,174 shares
    Change vs previous 13F -29,798 shares

    0.33% of the 13F portfolio, value $17,712,680.

    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 174,972 shares
    Change vs previous 13F -22,745 shares

    0.39% of the 13F portfolio, value $17,239,991.

    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 197,717 shares
    Change vs previous 13F -3,160 shares

    0.45% of the 13F portfolio, value $20,228,427.

    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 200,877 shares
    Change vs previous 13F -3,766 shares

    0.49% of the 13F portfolio, value $20,411,112.

    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 204,643 shares
    Change vs previous 13F -7,900 shares

    0.55% of the 13F portfolio, value $20,118,454.

    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 212,543 shares
    Change vs previous 13F -5,584 shares

    0.64% of the 13F portfolio, value $18,531,624.

    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 218,127 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $19,581,260.

    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).