Skip to content
Disclosery

INDEPENDENT FINANCIAL GROUP, LLC: RWJ position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 202,969 RWJ 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 202,969 shares
    Change vs previous 13F -1,904 shares

    0.21% of the 13F portfolio, value $11,410,917.

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

  2. period ended2026-06-30
    13F 204,873 shares
    Change vs previous 13F +1,341 shares

    0.23% of the 13F portfolio, value $12,189,944.

    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 203,532 shares
    Change vs previous 13F -415 shares

    0.23% of the 13F portfolio, value $10,274,295.

    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 203,947 shares
    Change vs previous 13F +11,283 shares

    0.22% of the 13F portfolio, value $9,936,297.

    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 192,664 shares
    Change vs previous 13F +20,042 shares

    0.22% of the 13F portfolio, value $9,305,671.

    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 172,622 shares
    Change vs previous 13F +60,976 shares

    0.21% of the 13F portfolio, value $7,472,806.

    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 111,646 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,543,992.

    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).