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INDEPENDENT FINANCIAL GROUP, LLC: XLG position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 58,486 XLG 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 58,486 shares
    Change vs previous 13F -323 shares

    0.07% of the 13F portfolio, value $3,720,283.

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

  2. period ended2026-06-30
    13F 58,809 shares
    Change vs previous 13F +3,589 shares

    0.07% of the 13F portfolio, value $3,600,880.

    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 55,220 shares
    Change vs previous 13F -2,210 shares

    0.07% of the 13F portfolio, value $3,012,255.

    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 57,430 shares
    Change vs previous 13F +945 shares

    0.08% of the 13F portfolio, value $3,404,460.

    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 56,485 shares
    Change vs previous 13F -1,605 shares

    0.08% of the 13F portfolio, value $3,249,036.

    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 58,090 shares
    Change vs previous 13F +17,541 shares

    0.08% of the 13F portfolio, value $3,026,515.

    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 40,549 shares
    Change vs previous 13F +17,500 shares

    0.06% of the 13F portfolio, value $1,866,087.

    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 23,049 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,151,550.

    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).