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INDEPENDENT FINANCIAL GROUP, LLC: SRE position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 43,965 SRE 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 43,965 shares
    Change vs previous 13F +201 shares

    0.06% of the 13F portfolio, value $3,427,497.

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

  2. period ended2026-06-30
    13F 43,764 shares
    Change vs previous 13F +1,514 shares

    0.08% of the 13F portfolio, value $4,057,364.

    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 42,250 shares
    Change vs previous 13F -10,212 shares

    0.09% of the 13F portfolio, value $4,105,462.

    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 52,462 shares
    Change vs previous 13F -210 shares

    0.1% of the 13F portfolio, value $4,631,911.

    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 52,672 shares
    Change vs previous 13F -100 shares

    0.11% of the 13F portfolio, value $4,739,396.

    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 52,772 shares
    Change vs previous 13F +24,822 shares

    0.11% of the 13F portfolio, value $3,998,555.

    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 27,950 shares
    Change vs previous 13F +4,408 shares

    0.07% of the 13F portfolio, value $1,994,489.

    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 23,542 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,065,070.

    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).