Back to JFR
INDEPENDENT FINANCIAL GROUP, LLC → JFR
INDEPENDENT FINANCIAL GROUP, LLC JFR Position History
Nuveen Floating Rate Income Fund • Financial Services
Quarters held
18
Latest value
$385K
Q3 2026
Peak value
$1.2M
First seen
Q3 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2022 | $94K |
| Q4 2022 | $139K |
| Q1 2023 | $314K |
| Q2 2023 | $511K |
| Q3 2023 | $1.1M |
| Q4 2023 | $1.1M |
| Q1 2024 | $1.1M |
| Q2 2024 | $1.2M |
| Q3 2024 | $1M |
| Q4 2024 | $1.2M |
| Q1 2025 | $926K |
| Q2 2025 | $935K |
| Q3 2025 | $907K |
| Q4 2025 | $738K |
| Q1 2026 | $607K |
| Q1 2026 | $607K |
| Q2 2026 | $488K |
| Q3 2026 | $385K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $385K | 51.8K | — | — |
| Q2 2026 | $488K | 63.6K | — | — |
| Q1 2026 | $607K | 80.7K | — | — |
| Q1 2026 | $607K | 80.7K | — | — |
| Q4 2025 | $738K | 94.3K | — | — |
| Q3 2025 | $907K | 110.9K | — | — |
| Q2 2025 | $935K | 110.4K | — | — |
| Q1 2025 | $926K | 109.3K | — | — |
| Q4 2024 | $1.2M | 136.0K | — | — |
| Q3 2024 | $1M | 116.8K | — | — |
| Q2 2024 | $1.2M | 140.8K | — | — |
| Q1 2024 | $1.1M | 129.3K | — | — |
| Q4 2023 | $1.1M | 128.3K | — | — |
| Q3 2023 | $1.1M | 133.4K | — | — |
| Q2 2023 | $511K | 64.7K | — | — |
| Q1 2023 | $314K | 38.3K | — | — |
| Q4 2022 | $139K | 17.6K | — | — |
| Q3 2022 | $94K | 11.6K | — | — |
Other funds holding JFR
$33.1M
$32.1M
$31.9M
$31.7M
$29.5M
$29.4M
$29.4M
$28.4M