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INDEPENDENT FINANCIAL GROUP, LLC: XLP position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 52,553 XLP 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 52,553 shares
    Change vs previous 13F +4,977 shares

    0.08% of the 13F portfolio, value $4,235,699.

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

  2. period ended2026-06-30
    13F 47,576 shares
    Change vs previous 13F +2,149 shares

    0.07% of the 13F portfolio, value $3,952,164.

    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 45,427 shares
    Change vs previous 13F +1,558 shares

    0.08% of the 13F portfolio, value $3,724,090.

    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 43,869 shares
    Change vs previous 13F -21,570 shares

    0.08% of the 13F portfolio, value $3,407,657.

    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 65,439 shares
    Change vs previous 13F -8,019 shares

    0.12% of the 13F portfolio, value $5,128,477.

    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 73,458 shares
    Change vs previous 13F -2,823 shares

    0.16% of the 13F portfolio, value $5,947,915.

    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 76,281 shares
    Change vs previous 13F +38,566 shares

    0.21% of the 13F portfolio, value $6,229,939.

    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 37,715 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,964,788.

    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).