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INDEPENDENT FINANCIAL GROUP, LLC: VOT position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 56,693 VOT 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 56,693 shares
    Change vs previous 13F +211 shares

    0.3% of the 13F portfolio, value $16,559,844.

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

  2. period ended2026-06-30
    13F 56,482 shares
    Change vs previous 13F -846 shares

    0.32% of the 13F portfolio, value $17,300,548.

    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 57,328 shares
    Change vs previous 13F +494 shares

    0.33% of the 13F portfolio, value $14,753,288.

    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 56,834 shares
    Change vs previous 13F +7,261 shares

    0.35% of the 13F portfolio, value $15,864,674.

    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 49,573 shares
    Change vs previous 13F +651 shares

    0.35% of the 13F portfolio, value $14,563,820.

    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 48,922 shares
    Change vs previous 13F +1,289 shares

    0.38% of the 13F portfolio, value $13,912,999.

    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 47,633 shares
    Change vs previous 13F +3,450 shares

    0.4% of the 13F portfolio, value $11,652,998.

    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 44,183 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $11,211,523.

    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).