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INDEPENDENT FINANCIAL GROUP, LLC: SPTL position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 147,011 SPTL 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 147,011 shares
    Change vs previous 13F -9,145 shares

    0.06% of the 13F portfolio, value $3,506,227.

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

  2. period ended2026-06-30
    13F 156,156 shares
    Change vs previous 13F +8,541 shares

    0.08% of the 13F portfolio, value $4,095,978.

    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 147,615 shares
    Change vs previous 13F +9,792 shares

    0.09% of the 13F portfolio, value $3,882,281.

    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 137,823 shares
    Change vs previous 13F +63,163 shares

    0.08% of the 13F portfolio, value $3,648,177.

    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 74,660 shares
    Change vs previous 13F +7,177 shares

    0.05% of the 13F portfolio, value $2,012,086.

    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 67,483 shares
    Change vs previous 13F +19,039 shares

    0.05% of the 13F portfolio, value $1,793,695.

    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 48,444 shares
    Change vs previous 13F -9,533 shares

    0.05% of the 13F portfolio, value $1,320,594.

    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 57,977 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,518,409.

    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).