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INDEPENDENT FINANCIAL GROUP, LLC → FINS
INDEPENDENT FINANCIAL GROUP, LLC FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
13
Latest value
$8.7M
Q3 2026
Peak value
$9.1M
First seen
Q4 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2023 | $1M |
| Q1 2024 | $1.3M |
| Q2 2024 | $2.6M |
| Q3 2024 | $3.3M |
| Q4 2024 | $4.5M |
| Q1 2025 | $6.3M |
| Q2 2025 | $6.7M |
| Q3 2025 | $7.7M |
| Q4 2025 | $9.1M |
| Q1 2026 | $7.4M |
| Q1 2026 | $9M |
| Q2 2026 | $8.8M |
| Q3 2026 | $8.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.7M | 172.1K | — | — |
| Q2 2026 | $8.8M | 172.3K | — | — |
| Q1 2026 | $9M | 176.8K | — | — |
| Q1 2026 | $7.4M | 145.2K | — | — |
| Q4 2025 | $9.1M | 177.5K | — | — |
| Q3 2025 | $7.7M | 150.7K | — | — |
| Q2 2025 | $6.7M | 131.7K | — | — |
| Q1 2025 | $6.3M | 123.3K | — | — |
| Q4 2024 | $4.5M | 89.0K | — | — |
| Q3 2024 | $3.3M | 64.7K | — | — |
| Q2 2024 | $2.6M | 51.7K | — | — |
| Q1 2024 | $1.3M | 25.3K | — | — |
| Q4 2023 | $1M | 20.7K | — | — |
Other funds holding FINS
$70.5M
$52.6M