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INDEPENDENT FINANCIAL GROUP, LLC: SOXX position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 48,525 SOXX 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 48,525 shares
    Change vs previous 13F -3,110 shares

    0.5% of the 13F portfolio, value $27,593,318.

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

  2. period ended2026-06-30
    13F 51,635 shares
    Change vs previous 13F +19,720 shares

    0.62% of the 13F portfolio, value $33,085,356.

    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 31,915 shares
    Change vs previous 13F +6,547 shares

    0.24% of the 13F portfolio, value $10,489,242.

    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 25,368 shares
    Change vs previous 13F -600 shares

    0.17% of the 13F portfolio, value $7,639,579.

    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 25,968 shares
    Change vs previous 13F -2,233 shares

    0.17% of the 13F portfolio, value $7,040,392.

    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 28,201 shares
    Change vs previous 13F +5,903 shares

    0.19% of the 13F portfolio, value $6,731,359.

    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 22,298 shares
    Change vs previous 13F -1,763 shares

    0.14% of the 13F portfolio, value $4,195,881.

    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 24,061 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,184,995.

    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).