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INDEPENDENT FINANCIAL GROUP, LLC: TOPT position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 140,654 TOPT 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 140,654 shares
    Change vs previous 13F -49,323 shares

    0.09% of the 13F portfolio, value $4,908,825.

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

  2. period ended2026-06-30
    13F 189,977 shares
    Change vs previous 13F -104,849 shares

    0.12% of the 13F portfolio, value $6,254,043.

    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 294,826 shares
    Change vs previous 13F +223,712 shares

    0.19% of the 13F portfolio, value $8,437,920.

    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 71,114 shares
    Change vs previous 13F -7,420 shares

    0.05% of the 13F portfolio, value $2,220,890.

    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 78,534 shares
    Change vs previous 13F +980 shares

    0.06% of the 13F portfolio, value $2,392,146.

    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 77,554 shares
    Change vs previous 13F +44,122 shares

    0.06% of the 13F portfolio, value $2,116,449.

    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 33,432 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $796,350.

    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).