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INDEPENDENT FINANCIAL GROUP, LLC: XLK position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 259,672 XLK 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 259,672 shares
    Change vs previous 13F +114 shares

    0.92% of the 13F portfolio, value $50,830,902.

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

  2. period ended2026-06-30
    13F 259,558 shares
    Change vs previous 13F +37,951 shares

    0.92% of the 13F portfolio, value $49,450,918.

    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 221,607 shares
    Change vs previous 13F +5,599 shares

    0.66% of the 13F portfolio, value $29,451,503.

    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 216,008 shares
    Change vs previous 13F +108,383 shares

    0.69% of the 13F portfolio, value $31,098,590.

    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 107,625 shares
    Change vs previous 13F +5,340 shares

    0.73% of the 13F portfolio, value $30,335,029.

    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 102,285 shares
    Change vs previous 13F +5,911 shares

    0.71% of the 13F portfolio, value $25,901,518.

    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 96,374 shares
    Change vs previous 13F +5,899 shares

    0.68% of the 13F portfolio, value $19,899,326.

    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 90,475 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $21,037,183.

    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).