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INDEPENDENT FINANCIAL GROUP, LLC: SHY position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 44,695 SHY 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 44,695 shares
    Change vs previous 13F +2,965 shares

    0.07% of the 13F portfolio, value $3,629,287.

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

  2. period ended2026-06-30
    13F 41,730 shares
    Change vs previous 13F +5,692 shares

    0.06% of the 13F portfolio, value $3,426,482.

    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 36,038 shares
    Change vs previous 13F -4,290 shares

    0.07% of the 13F portfolio, value $2,975,675.

    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 40,328 shares
    Change vs previous 13F -13,353 shares

    0.07% of the 13F portfolio, value $3,339,988.

    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 53,681 shares
    Change vs previous 13F +21,328 shares

    0.11% of the 13F portfolio, value $4,453,381.

    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 32,353 shares
    Change vs previous 13F -3,429 shares

    0.07% of the 13F portfolio, value $2,680,735.

    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 35,782 shares
    Change vs previous 13F +334 shares

    0.1% of the 13F portfolio, value $2,960,315.

    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 35,448 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,906,056.

    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).