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INDEPENDENT FINANCIAL GROUP, LLC: SMA position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 362,619 SMA 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 362,619 shares
    Change vs previous 13F -12,013 shares

    0.21% of the 13F portfolio, value $11,676,329.

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

  2. period ended2026-06-30
    13F 374,632 shares
    Change vs previous 13F +4,991 shares

    0.23% of the 13F portfolio, value $12,175,547.

    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 369,641 shares
    Change vs previous 13F +8,055 shares

    0.25% of the 13F portfolio, value $11,192,715.

    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 361,586 shares
    Change vs previous 13F +148,626 shares

    0.25% of the 13F portfolio, value $11,187,474.

    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 212,960 shares
    Change vs previous 13F -21,734 shares

    0.19% of the 13F portfolio, value $8,015,807.

    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 234,694 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $8,502,958.

    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).