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INDEPENDENT FINANCIAL GROUP, LLC: VOO position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 45,599 VOO 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 45,599 shares
    Change vs previous 13F +2,039 shares

    0.58% of the 13F portfolio, value $31,958,915.

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

  2. period ended2026-06-30
    13F 43,560 shares
    Change vs previous 13F +3,243 shares

    0.56% of the 13F portfolio, value $29,917,157.

    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 40,317 shares
    Change vs previous 13F +4,279 shares

    0.54% of the 13F portfolio, value $24,091,776.

    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 36,038 shares
    Change vs previous 13F +5,908 shares

    0.5% of the 13F portfolio, value $22,600,766.

    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 30,130 shares
    Change vs previous 13F +2,715 shares

    0.44% of the 13F portfolio, value $18,450,948.

    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 27,415 shares
    Change vs previous 13F +2,431 shares

    0.43% of the 13F portfolio, value $15,572,686.

    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 24,984 shares
    Change vs previous 13F +249 shares

    0.44% of the 13F portfolio, value $12,839,515.

    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 24,735 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $13,327,592.

    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).