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INDEPENDENT FINANCIAL GROUP, LLC: USA position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 315,223 USA 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 315,223 shares
    Change vs previous 13F -97,595 shares

    0.03% of the 13F portfolio, value $1,818,838.

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

  2. period ended2026-06-30
    13F 412,818 shares
    Change vs previous 13F -32,308 shares

    0.04% of the 13F portfolio, value $2,398,474.

    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 445,126 shares
    Change vs previous 13F -32,680 shares

    0.06% of the 13F portfolio, value $2,470,452.

    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 477,806 shares
    Change vs previous 13F -56,460 shares

    0.07% of the 13F portfolio, value $3,000,625.

    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 534,266 shares
    Change vs previous 13F -704 shares

    0.08% of the 13F portfolio, value $3,387,249.

    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 534,970 shares
    Change vs previous 13F +31,991 shares

    0.1% of the 13F portfolio, value $3,643,146.

    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 502,979 shares
    Change vs previous 13F +14,948 shares

    0.11% of the 13F portfolio, value $3,294,515.

    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 488,031 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,391,814.

    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).