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INDEPENDENT FINANCIAL GROUP, LLC: UTF position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 96,025 UTF 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 96,025 shares
    Change vs previous 13F -32,931 shares

    0.04% of the 13F portfolio, value $2,367,027.

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

  2. period ended2026-06-30
    13F 128,956 shares
    Change vs previous 13F +11,449 shares

    0.07% of the 13F portfolio, value $3,557,902.

    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 117,507 shares
    Change vs previous 13F +23,487 shares

    0.07% of the 13F portfolio, value $3,041,073.

    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 94,020 shares
    Change vs previous 13F +20,060 shares

    0.05% of the 13F portfolio, value $2,266,816.

    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 73,960 shares
    Change vs previous 13F -1,899 shares

    0.04% of the 13F portfolio, value $1,834,204.

    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 75,859 shares
    Change vs previous 13F -1,083 shares

    0.06% of the 13F portfolio, value $2,044,398.

    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 76,942 shares
    Change vs previous 13F +2,541 shares

    0.07% of the 13F portfolio, value $1,965,877.

    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 74,401 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,788,589.

    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).