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INDEPENDENT FINANCIAL GROUP, LLC: QYLD position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 181,060 QYLD 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 181,060 shares
    Change vs previous 13F -23,119 shares

    0.06% of the 13F portfolio, value $3,358,671.

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

  2. period ended2026-06-30
    13F 204,179 shares
    Change vs previous 13F -7,661 shares

    0.07% of the 13F portfolio, value $3,763,020.

    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 211,840 shares
    Change vs previous 13F -4,348 shares

    0.08% of the 13F portfolio, value $3,633,058.

    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 216,188 shares
    Change vs previous 13F -23,534 shares

    0.09% of the 13F portfolio, value $3,820,034.

    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 239,722 shares
    Change vs previous 13F -48,211 shares

    0.1% of the 13F portfolio, value $4,077,670.

    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 287,933 shares
    Change vs previous 13F -219,306 shares

    0.13% of the 13F portfolio, value $4,814,234.

    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 507,239 shares
    Change vs previous 13F -36,135 shares

    0.29% of the 13F portfolio, value $8,435,381.

    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 543,374 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $9,900,281.

    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).