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INDEPENDENT FINANCIAL GROUP, LLC: XLU position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 89,094 XLU 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 89,094 shares
    Change vs previous 13F -28,270 shares

    0.06% of the 13F portfolio, value $3,513,853.

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

  2. period ended2026-06-30
    13F 117,364 shares
    Change vs previous 13F -8,543 shares

    0.1% of the 13F portfolio, value $5,321,291.

    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 125,907 shares
    Change vs previous 13F +1,900 shares

    0.13% of the 13F portfolio, value $5,777,884.

    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 124,007 shares
    Change vs previous 13F +76,034 shares

    0.12% of the 13F portfolio, value $5,293,865.

    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 47,973 shares
    Change vs previous 13F -17,328 shares

    0.1% of the 13F portfolio, value $4,183,715.

    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 65,301 shares
    Change vs previous 13F +7,074 shares

    0.15% of the 13F portfolio, value $5,332,431.

    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 58,227 shares
    Change vs previous 13F -42,227 shares

    0.16% of the 13F portfolio, value $4,591,242.

    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 100,454 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,603,395.

    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).