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INDEPENDENT FINANCIAL GROUP, LLC: WES position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 33,726 WES 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 33,726 shares
    Change vs previous 13F -667 shares

    0.03% of the 13F portfolio, value $1,496,437.

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

  2. period ended2026-06-30
    13F 34,393 shares
    Change vs previous 13F -1,336 shares

    0.03% of the 13F portfolio, value $1,505,029.

    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 35,729 shares
    Change vs previous 13F -2,129 shares

    0.03% of the 13F portfolio, value $1,470,983.

    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 37,858 shares
    Change vs previous 13F +2,783 shares

    0.03% of the 13F portfolio, value $1,495,379.

    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 35,075 shares
    Change vs previous 13F +2,606 shares

    0.03% of the 13F portfolio, value $1,378,101.

    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 32,469 shares
    Change vs previous 13F +3,007 shares

    0.03% of the 13F portfolio, value $1,256,564.

    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 29,462 shares
    Change vs previous 13F -886 shares

    0.04% of the 13F portfolio, value $1,206,783.

    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 30,348 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,166,292.

    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).