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INDEPENDENT FINANCIAL GROUP, LLC: UYLD position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 172,125 UYLD 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 172,125 shares
    Change vs previous 13F -208 shares

    0.16% of the 13F portfolio, value $8,732,039.

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

  2. period ended2026-06-30
    13F 172,333 shares
    Change vs previous 13F -4,445 shares

    0.16% of the 13F portfolio, value $8,789,845.

    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 176,778 shares
    Change vs previous 13F -765 shares

    0.2% of the 13F portfolio, value $9,021,865.

    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 177,543 shares
    Change vs previous 13F +26,799 shares

    0.2% of the 13F portfolio, value $9,080,402.

    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 150,744 shares
    Change vs previous 13F +19,070 shares

    0.19% of the 13F portfolio, value $7,709,802.

    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 131,674 shares
    Change vs previous 13F +8,424 shares

    0.19% of the 13F portfolio, value $6,724,613.

    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 123,250 shares
    Change vs previous 13F +34,219 shares

    0.22% of the 13F portfolio, value $6,296,843.

    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 89,031 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,546,369.

    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).