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Independent Financial Group, LLCGrowthConcentrated trader

CIK: 0000275484 | SAN DIEGO, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR1579$5.5B2026-10-13SEC ↗
Q2 2026
13F-HR1546$5.3B2026-07-15SEC ↗
Q1 2026Amended
13F-HR/A1386$3.3B2026-05-05SEC ↗
Q4 2025
13F-HR1405$4.5B2026-05-15SEC ↗
Q3 2025
13F-HR1356$4.2B2026-05-15SEC ↗
Q2 2025
13F-HR1286$3.6B2026-05-15SEC ↗
Q1 2025
13F-HR1174$2.9B2026-05-19SEC ↗
Q4 2024
13F-HR1155$3.0B2026-06-12SEC ↗
Q3 2024
13F-HR1126$2.7B2026-06-12SEC ↗
Q2 2024
13F-HR1087$2.5B2026-06-12SEC ↗
Q1 2024
13F-HR1016$2.2B2026-06-12SEC ↗
Q4 2023
13F-HR950$1.9B2026-06-12SEC ↗
Q3 2023
13F-HR898$1.5B2026-06-12SEC ↗
Q2 2023
13F-HR876$1.4B2026-06-12SEC ↗
Q1 2023
13F-HR836$1.3B2026-06-12SEC ↗
Q4 2022
13F-HR779$1.2B2026-06-15SEC ↗
Q3 2022
13F-HR744$1.1B2026-06-15SEC ↗
Q2 2022
13F-HR710$935.9M2026-06-12SEC ↗
Q1 2022
13F-HR778$1.2B2026-06-12SEC ↗
Q4 2021
13F-HR772$1.2B2026-06-15SEC ↗
Q3 2021
13F-HR704$978.6M2026-06-15SEC ↗
Q2 2021
13F-HR700$943.4M2026-06-15SEC ↗
Q1 2021
13F-HR635$773.2M2026-06-15SEC ↗
Q4 2020
13F-HR566$678.3M2026-06-15SEC ↗
Q3 2020
13F-HR508$531.9M2026-06-15SEC ↗
Q2 2020
13F-HR476$454.6M2026-06-15SEC ↗
Q1 2020
13F-HR411$340.1M2026-06-15SEC ↗