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INDEPENDENT FINANCIAL GROUP, LLC: WPC position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 26,056 WPC 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 26,056 shares
    Change vs previous 13F +4,753 shares

    0.03% of the 13F portfolio, value $1,683,940.

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

  2. period ended2026-06-30
    13F 21,303 shares
    Change vs previous 13F +3,273 shares

    0.03% of the 13F portfolio, value $1,523,205.

    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 18,030 shares
    Change vs previous 13F +1,869 shares

    0.03% of the 13F portfolio, value $1,225,319.

    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 16,161 shares
    Change vs previous 13F +1,903 shares

    0.02% of the 13F portfolio, value $1,040,122.

    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 14,258 shares
    Change vs previous 13F +235 shares

    0.02% of the 13F portfolio, value $963,413.

    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 14,023 shares
    Change vs previous 13F +4,707 shares

    0.02% of the 13F portfolio, value $874,755.

    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 9,316 shares
    Change vs previous 13F +49 shares

    0.02% of the 13F portfolio, value $587,933.

    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 9,267 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $504,866.

    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).