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INDEPENDENT FINANCIAL GROUP, LLC → ERC
INDEPENDENT FINANCIAL GROUP, LLC ERC Position History
Allspring Multi-Sector Income Fund • Financial Services
Quarters held
28
Latest value
$656K
Q3 2026
Peak value
$709K
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $306K |
| Q2 2020 | $354K |
| Q3 2020 | $332K |
| Q4 2020 | $359K |
| Q1 2021 | $365K |
| Q2 2021 | $350K |
| Q3 2021 | $445K |
| Q4 2021 | $440K |
| Q1 2022 | $393K |
| Q2 2022 | $364K |
| Q3 2022 | $347K |
| Q4 2022 | $390K |
| Q1 2023 | $356K |
| Q2 2023 | $360K |
| Q3 2023 | $379K |
| Q4 2023 | $396K |
| Q1 2024 | $394K |
| Q2 2024 | $422K |
| Q3 2024 | $485K |
| Q4 2024 | $465K |
| Q1 2025 | $484K |
| Q2 2025 | $495K |
| Q3 2025 | $636K |
| Q4 2025 | $617K |
| Q1 2026 | $690K |
| Q1 2026 | $702K |
| Q2 2026 | $709K |
| Q3 2026 | $656K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $656K | 77.0K | — | — |
| Q2 2026 | $709K | 77.0K | — | — |
| Q1 2026 | $702K | 77.9K | — | — |
| Q1 2026 | $690K | 76.6K | — | — |
| Q4 2025 | $617K | 66.4K | — | — |
| Q3 2025 | $636K | 66.4K | — | — |
| Q2 2025 | $495K | 52.4K | — | — |
| Q1 2025 | $484K | 52.5K | — | — |
| Q4 2024 | $465K | 50.6K | — | — |
| Q3 2024 | $485K | 50.6K | — | — |
| Q2 2024 | $422K | 47.0K | — | — |
| Q1 2024 | $394K | 42.2K | — | — |
| Q4 2023 | $396K | 42.0K | — | — |
| Q3 2023 | $379K | 41.6K | — | — |
| Q2 2023 | $360K | 38.9K | — | — |
| Q1 2023 | $356K | 38.9K | — | — |
| Q4 2022 | $390K | 39.8K | — | — |
| Q3 2022 | $347K | 40.3K | — | — |
| Q2 2022 | $364K | 38.0K | — | — |
| Q1 2022 | $393K | 37.7K | — | — |
| Q4 2021 | $440K | 33.3K | — | — |
| Q3 2021 | $445K | 32.9K | — | — |
| Q2 2021 | $350K | 27.3K | — | — |
| Q1 2021 | $365K | 29.2K | — | — |
| Q4 2020 | $359K | 29.6K | — | — |
| Q3 2020 | $332K | 30.9K | — | — |
| Q2 2020 | $354K | 32.2K | — | — |
| Q1 2020 | $306K | 31.7K | — | — |