Skip to content
Disclosery

INDEPENDENT FINANCIAL GROUP, LLC: XLE position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 197,936 XLE 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 197,936 shares
    Change vs previous 13F +21,326 shares

    0.22% of the 13F portfolio, value $12,173,090.

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

  2. period ended2026-06-30
    13F 176,610 shares
    Change vs previous 13F -57,186 shares

    0.18% of the 13F portfolio, value $9,379,767.

    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 233,796 shares
    Change vs previous 13F +70,557 shares

    0.32% of the 13F portfolio, value $14,322,341.

    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 163,239 shares
    Change vs previous 13F +87,977 shares

    0.16% of the 13F portfolio, value $7,298,409.

    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 75,262 shares
    Change vs previous 13F -7,076 shares

    0.16% of the 13F portfolio, value $6,723,927.

    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 82,338 shares
    Change vs previous 13F -9,964 shares

    0.19% of the 13F portfolio, value $6,983,123.

    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 92,302 shares
    Change vs previous 13F -80,083 shares

    0.3% of the 13F portfolio, value $8,625,568.

    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 172,385 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $14,766,479.

    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).