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INDEPENDENT FINANCIAL GROUP, LLC: TROW position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 2,286 TROW 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 2,286 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $237,858.

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

  2. period ended2026-06-30
    13F 2,200 shares
    Change vs previous 13F -235 shares

    <0.01% of the 13F portfolio, value $250,118.

    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 2,435 shares
    Change vs previous 13F -563 shares

    <0.01% of the 13F portfolio, value $219,491.

    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 2,998 shares
    Change vs previous 13F +188 shares

    0.01% of the 13F portfolio, value $306,935.

    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 2,810 shares
    Change vs previous 13F -500 shares

    0.01% of the 13F portfolio, value $288,418.

    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 3,310 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $319,415.

    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).