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INDEPENDENT FINANCIAL GROUP, LLC: WDC position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 14,854 WDC 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 14,854 shares
    Change vs previous 13F +1,419 shares

    0.12% of the 13F portfolio, value $6,750,570.

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

  2. period ended2026-06-30
    13F 13,435 shares
    Change vs previous 13F -1,162 shares

    0.16% of the 13F portfolio, value $8,581,217.

    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 14,597 shares
    Change vs previous 13F -3,624 shares

    0.09% of the 13F portfolio, value $3,948,343.

    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 18,221 shares
    Change vs previous 13F +9,781 shares

    0.07% of the 13F portfolio, value $3,138,932.

    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 8,440 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,013,306.

    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).