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INDEPENDENT FINANCIAL GROUP, LLC: SOFI position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 80,845 SOFI 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 80,845 shares
    Change vs previous 13F -300 shares

    0.02% of the 13F portfolio, value $1,270,891.

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

  2. period ended2026-06-30
    13F 81,145 shares
    Change vs previous 13F -12,513 shares

    0.03% of the 13F portfolio, value $1,454,939.

    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 93,658 shares
    Change vs previous 13F -73,208 shares

    0.03% of the 13F portfolio, value $1,487,297.

    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 166,866 shares
    Change vs previous 13F +803 shares

    0.1% of the 13F portfolio, value $4,368,564.

    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 166,063 shares
    Change vs previous 13F -34,386 shares

    0.11% of the 13F portfolio, value $4,387,398.

    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 200,449 shares
    Change vs previous 13F +38,708 shares

    0.1% of the 13F portfolio, value $3,650,177.

    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 161,741 shares
    Change vs previous 13F -26,879 shares

    0.06% of the 13F portfolio, value $1,881,048.

    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 188,620 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,904,748.

    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).