Back to FWRD
INDEPENDENT FINANCIAL GROUP, LLC → FWRD
INDEPENDENT FINANCIAL GROUP, LLC FWRD Position History
Forward Air Corporation
Quarters held
10
Latest value
$534K
Q3 2026
Peak value
$911K
First seen
Q2 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2024 | $343K |
| Q3 2024 | $637K |
| Q4 2024 | $593K |
| Q1 2025 | $683K |
| Q2 2025 | $872K |
| Q3 2025 | $911K |
| Q4 2025 | $876K |
| Q1 2026 | $585K |
| Q2 2026 | $473K |
| Q3 2026 | $534K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $534K | 35.0K | — | — |
| Q2 2026 | $473K | 35.0K | — | — |
| Q1 2026 | $585K | 35.0K | — | — |
| Q4 2025 | $876K | 35.0K | — | — |
| Q3 2025 | $911K | 35.5K | — | — |
| Q2 2025 | $872K | 35.5K | — | — |
| Q1 2025 | $683K | 34.0K | — | — |
| Q4 2024 | $593K | 18.4K | — | — |
| Q3 2024 | $637K | 18.0K | — | — |
| Q2 2024 | $343K | 18.0K | — | — |
Other funds holding FWRD
$106.4M
$67.6M
$63.4M
$56.1M
$54.1M
$49.2M