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INDEPENDENT FINANCIAL GROUP, LLC: XLC position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 44,335 XLC 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 44,335 shares
    Change vs previous 13F -12,604 shares

    0.09% of the 13F portfolio, value $4,919,861.

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

  2. period ended2026-06-30
    13F 56,939 shares
    Change vs previous 13F -21,881 shares

    0.11% of the 13F portfolio, value $6,099,861.

    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 78,820 shares
    Change vs previous 13F -11,823 shares

    0.2% of the 13F portfolio, value $8,738,017.

    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 90,643 shares
    Change vs previous 13F +33,948 shares

    0.24% of the 13F portfolio, value $10,670,445.

    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 56,695 shares
    Change vs previous 13F +13,003 shares

    0.16% of the 13F portfolio, value $6,710,970.

    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 43,692 shares
    Change vs previous 13F -4,787 shares

    0.13% of the 13F portfolio, value $4,741,901.

    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 48,479 shares
    Change vs previous 13F +5,812 shares

    0.16% of the 13F portfolio, value $4,675,759.

    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 42,667 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,130,587.

    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).