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INDEPENDENT FINANCIAL GROUP, LLC → PDT
INDEPENDENT FINANCIAL GROUP, LLC PDT Position History
John Hancock Premium Dividend Fund • Financial Services
Quarters held
7
Latest value
$149K
Q3 2026
Peak value
$232K
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $200K |
| Q3 2025 | $202K |
| Q4 2025 | $225K |
| Q1 2026 | $232K |
| Q1 2026 | $232K |
| Q2 2026 | $229K |
| Q3 2026 | $149K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $149K | 12.7K | — | — |
| Q2 2026 | $229K | 17.7K | — | — |
| Q1 2026 | $232K | 17.7K | — | — |
| Q1 2026 | $232K | 17.7K | — | — |
| Q4 2025 | $225K | 17.7K | — | — |
| Q3 2025 | $202K | 15.2K | — | — |
| Q2 2025 | $200K | 15.2K | — | — |