Back to PECO
INDEPENDENT FINANCIAL GROUP, LLC → PECO
INDEPENDENT FINANCIAL GROUP, LLC PECO Position History
Phillips Edison & Company, Inc. • Real Estate
Quarters held
22
Latest value
$2.8M
Q3 2026
Peak value
$8.4M
First seen
Q3 2021
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2021 | $369K |
| Q4 2021 | $396K |
| Q1 2022 | $6.3M |
| Q2 2022 | $6.1M |
| Q3 2022 | $6.3M |
| Q4 2022 | $6.8M |
| Q1 2023 | $6.8M |
| Q2 2023 | $7.2M |
| Q3 2023 | $8.4M |
| Q4 2023 | $6.6M |
| Q1 2024 | $6.6M |
| Q2 2024 | $5.3M |
| Q3 2024 | $5.2M |
| Q4 2024 | $6.1M |
| Q1 2025 | $4.1M |
| Q2 2025 | $2.7M |
| Q3 2025 | $2.8M |
| Q4 2025 | $2.8M |
| Q1 2026 | $2.8M |
| Q1 2026 | $2.9M |
| Q2 2026 | $3.1M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 74.1K | — | — |
| Q2 2026 | $3.1M | 73.3K | — | — |
| Q1 2026 | $2.9M | 77.7K | — | — |
| Q1 2026 | $2.8M | 75.1K | — | — |
| Q4 2025 | $2.8M | 79.1K | — | — |
| Q3 2025 | $2.8M | 80.6K | — | — |
| Q2 2025 | $2.7M | 77.4K | — | — |
| Q1 2025 | $4.1M | 113.4K | — | — |
| Q4 2024 | $6.1M | 163.0K | — | — |
| Q3 2024 | $5.2M | 137.4K | — | — |
| Q2 2024 | $5.3M | 160.9K | — | — |
| Q1 2024 | $6.6M | 183.8K | — | — |
| Q4 2023 | $6.6M | 180.1K | — | — |
| Q3 2023 | $8.4M | 249.5K | — | — |
| Q2 2023 | $7.2M | 212.1K | — | — |
| Q1 2023 | $6.8M | 207.1K | — | — |
| Q4 2022 | $6.8M | 213.0K | — | — |
| Q3 2022 | $6.3M | 225.5K | — | — |
| Q2 2022 | $6.1M | 182.0K | — | — |
| Q1 2022 | $6.3M | 182.5K | — | — |
| Q4 2021 | $396K | 12.0K | — | — |
| Q3 2021 | $369K | 12.0K | — | — |
Other funds holding PECO
$464.3M
$304.2M
$304.2M
$267.6M
$157.4M
$115.6M
$75.4M