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INDEPENDENT FINANCIAL GROUP, LLC: SDY position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 15,921 SDY 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 15,921 shares
    Change vs previous 13F +187 shares

    0.04% of the 13F portfolio, value $2,332,170.

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

  2. period ended2026-06-30
    13F 15,734 shares
    Change vs previous 13F +195 shares

    0.04% of the 13F portfolio, value $2,394,428.

    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 15,539 shares
    Change vs previous 13F -123 shares

    0.05% of the 13F portfolio, value $2,267,698.

    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 15,662 shares
    Change vs previous 13F +357 shares

    0.05% of the 13F portfolio, value $2,179,548.

    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 15,305 shares
    Change vs previous 13F +791 shares

    0.05% of the 13F portfolio, value $2,143,421.

    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 14,514 shares
    Change vs previous 13F +3,395 shares

    0.05% of the 13F portfolio, value $1,969,961.

    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 11,119 shares
    Change vs previous 13F -91 shares

    0.05% of the 13F portfolio, value $1,508,654.

    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 11,210 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,480,882.

    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).