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CIK 0000275484 • 27 13F filings • May 5, 2026 – Jul 15, 2026
Import this data to Google Sheets with:
=jivedata("independent-financial-group-llc-0000275484-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| Q4 2024 |
| 13F-HR |
| 0000275484-26-000012 |
| $3.01B |
| View |
| Jun 12, 2026 | Q4 2023 | 13F-HR | 0000275484-26-000016 | $1.87B | View |
| Jun 15, 2026 | Q4 2022 | 13F-HR | 0000275484-26-000019 | $1.16B | View |
| Jun 15, 2026 | Q4 2021 | 13F-HR | 0000275484-26-000023 | $1.21B | View |
| Jun 15, 2026 | Q4 2020 | 13F-HR | 0000275484-26-000027 | $678.3M | View |
| May 15, 2026 | Q3 2025 | 13F-HR | 0000275484-26-000004 | $4.17B | View |
| Jun 12, 2026 | Q3 2024 | 13F-HR | 0000275484-26-000011 | $2.72B | View |
| Jun 12, 2026 | Q3 2023 | 13F-HR | 0000275484-26-000015 | $1.54B | View |
| Jun 15, 2026 | Q3 2022 | 13F-HR | 0000275484-26-000018 | $1.10B | View |
| Jun 15, 2026 | Q3 2021 | 13F-HR | 0000275484-26-000022 | $978.6M | View |
| Jun 15, 2026 | Q3 2020 | 13F-HR | 0000275484-26-000026 | $531.9M | View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0000275484-26-000028 | $5.35B | View |
| May 15, 2026 | Q2 2025 | 13F-HR | 0000275484-26-000005 | $3.63B | View |
| Jun 12, 2026 | Q2 2024 | 13F-HR | 0000275484-26-000010 | $2.50B | View |
| Jun 12, 2026 | Q2 2023 | 13F-HR | 0000275484-26-000014 | $1.45B | View |
| Jun 12, 2026 | Q2 2022 | 13F-HR | 0000275484-26-000017 | $935.9M | View |
| Jun 15, 2026 | Q2 2021 | 13F-HR | 0000275484-26-000021 | $943.4M | View |
| Jun 15, 2026 | Q2 2020 | 13F-HR | 0000275484-26-000025 | $454.6M | View |
| May 15, 2026 | Q1 2026 | 13F-HR/A | 0000275484-26-000006 | $4.46B | View |
| May 19, 2026 | Q1 2025 | 13F-HR | 0000275484-26-000007 | $2.91B | View |
| Jun 12, 2026 | Q1 2024 | 13F-HR | 0000275484-26-000009 | $2.18B | View |
| Jun 12, 2026 | Q1 2023 | 13F-HR | 0000275484-26-000013 | $1.25B | View |
| Jun 12, 2026 | Q1 2022 | 13F-HR | 0000275484-26-000008 | $1.23B | View |
| Jun 15, 2026 | Q1 2021 | 13F-HR | 0000275484-26-000020 | $773.2M | View |
| Jun 15, 2026 | Q1 2020 | 13F-HR | 0000275484-26-000024 | $340.1M | View |