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INDEPENDENT FINANCIAL GROUP, LLC: SPTM position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 120,873 SPTM 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 120,873 shares
    Change vs previous 13F +978 shares

    0.2% of the 13F portfolio, value $11,126,283.

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

  2. period ended2026-06-30
    13F 119,895 shares
    Change vs previous 13F +1,486 shares

    0.2% of the 13F portfolio, value $10,885,197.

    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 118,409 shares
    Change vs previous 13F +502 shares

    0.21% of the 13F portfolio, value $9,361,352.

    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 117,907 shares
    Change vs previous 13F +759 shares

    0.22% of the 13F portfolio, value $9,727,249.

    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 117,148 shares
    Change vs previous 13F +542 shares

    0.23% of the 13F portfolio, value $9,447,937.

    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 116,606 shares
    Change vs previous 13F +11,593 shares

    0.24% of the 13F portfolio, value $8,732,605.

    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 105,013 shares
    Change vs previous 13F +476 shares

    0.25% of the 13F portfolio, value $7,141,932.

    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 104,537 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,467,042.

    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).