Back to IVT
INDEPENDENT FINANCIAL GROUP, LLC → IVT
INDEPENDENT FINANCIAL GROUP, LLC IVT Position History
InvenTrust Properties Corp. • Real Estate
Quarters held
21
Latest value
$324K
Q3 2026
Peak value
$608K
First seen
Q4 2021
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2021 | $242K |
| Q1 2022 | $465K |
| Q2 2022 | $413K |
| Q3 2022 | $421K |
| Q4 2022 | $507K |
| Q1 2023 | $490K |
| Q2 2023 | $485K |
| Q3 2023 | $529K |
| Q4 2023 | $575K |
| Q1 2024 | $451K |
| Q2 2024 | $415K |
| Q3 2024 | $462K |
| Q4 2024 | $463K |
| Q1 2025 | $452K |
| Q2 2025 | $505K |
| Q3 2025 | $585K |
| Q4 2025 | $571K |
| Q1 2026 | $598K |
| Q1 2026 | $608K |
| Q2 2026 | $585K |
| Q3 2026 | $324K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $324K | 10.7K | — | — |
| Q2 2026 | $585K | 16.5K | — | — |
| Q1 2026 | $608K | 20.0K | — | — |
| Q1 2026 | $598K | 19.6K | — | — |
| Q4 2025 | $571K | 20.3K | — | — |
| Q3 2025 | $585K | 20.4K | — | — |
| Q2 2025 | $505K | 18.4K | — | — |
| Q1 2025 | $452K | 15.4K | — | — |
| Q4 2024 | $463K | 15.4K | — | — |
| Q3 2024 | $462K | 16.3K | — | — |
| Q2 2024 | $415K | 16.8K | — | — |
| Q1 2024 | $451K | 17.6K | — | — |
| Q4 2023 | $575K | 22.7K | — | — |
| Q3 2023 | $529K | 22.2K | — | — |
| Q2 2023 | $485K | 21.0K | — | — |
| Q1 2023 | $490K | 20.9K | — | — |
| Q4 2022 | $507K | 21.4K | — | — |
| Q3 2022 | $421K | 19.7K | — | — |
| Q2 2022 | $413K | 16.0K | — | — |
| Q1 2022 | $465K | 15.1K | — | — |
| Q4 2021 | $242K | 8.9K | — | — |