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INDEPENDENT FINANCIAL GROUP, LLC: USFR position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 46,580 USFR 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 46,580 shares
    Change vs previous 13F -8,405 shares

    0.04% of the 13F portfolio, value $2,347,145.

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

  2. period ended2026-06-30
    13F 54,985 shares
    Change vs previous 13F -4,417 shares

    0.05% of the 13F portfolio, value $2,768,477.

    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 59,402 shares
    Change vs previous 13F +7,195 shares

    0.07% of the 13F portfolio, value $2,990,313.

    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 52,207 shares
    Change vs previous 13F +45,991 shares

    0.06% of the 13F portfolio, value $2,627,035.

    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 6,216 shares
    Change vs previous 13F +1,468 shares

    0.01% of the 13F portfolio, value $312,479.

    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 4,748 shares
    Change vs previous 13F +520 shares

    0.01% of the 13F portfolio, value $238,872.

    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 4,228 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $212,795.

    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).