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INDEPENDENT FINANCIAL GROUP, LLC: UPRO position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 18,305 UPRO 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 18,305 shares
    Change vs previous 13F -1,284 shares

    0.05% of the 13F portfolio, value $2,690,288.

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

  2. period ended2026-06-30
    13F 19,589 shares
    Change vs previous 13F -4,006 shares

    0.05% of the 13F portfolio, value $2,777,588.

    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 23,595 shares
    Change vs previous 13F -288 shares

    0.05% of the 13F portfolio, value $2,288,227.

    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 23,883 shares
    Change vs previous 13F -3,049 shares

    0.06% of the 13F portfolio, value $2,764,699.

    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 26,932 shares
    Change vs previous 13F -1,125 shares

    0.07% of the 13F portfolio, value $3,002,623.

    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 28,057 shares
    Change vs previous 13F -186 shares

    0.07% of the 13F portfolio, value $2,565,500.

    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 28,243 shares
    Change vs previous 13F -12 shares

    0.07% of the 13F portfolio, value $2,087,181.

    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 28,255 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,504,551.

    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).