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INDEPENDENT FINANCIAL GROUP, LLC: SPEM position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 126,107 SPEM 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 126,107 shares
    Change vs previous 13F +35,501 shares

    0.12% of the 13F portfolio, value $6,527,303.

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

  2. period ended2026-06-30
    13F 90,606 shares
    Change vs previous 13F +15,355 shares

    0.09% of the 13F portfolio, value $4,691,559.

    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 75,251 shares
    Change vs previous 13F +13,341 shares

    0.08% of the 13F portfolio, value $3,530,041.

    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 61,910 shares
    Change vs previous 13F -44,739 shares

    0.06% of the 13F portfolio, value $2,897,985.

    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 106,649 shares
    Change vs previous 13F +48,152 shares

    0.12% of the 13F portfolio, value $4,992,239.

    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 58,497 shares
    Change vs previous 13F +8,978 shares

    0.07% of the 13F portfolio, value $2,500,161.

    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 49,519 shares
    Change vs previous 13F +4,232 shares

    0.07% of the 13F portfolio, value $1,949,581.

    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 45,287 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,737,680.

    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).