Back to SITE
INDEPENDENT FINANCIAL GROUP, LLC → SITE
INDEPENDENT FINANCIAL GROUP, LLC SITE Position History
SiteOne Landscape Supply, Inc. • Industrials
Quarters held
25
Latest value
$295K
Q3 2026
Peak value
$911K
First seen
Q4 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2020 | $397K |
| Q1 2021 | $427K |
| Q2 2021 | $423K |
| Q3 2021 | $499K |
| Q4 2021 | $606K |
| Q1 2022 | $542K |
| Q2 2022 | $220K |
| Q3 2022 | $217K |
| Q4 2022 | $226K |
| Q1 2023 | $264K |
| Q2 2023 | $323K |
| Q3 2023 | $315K |
| Q4 2023 | $265K |
| Q1 2024 | $285K |
| Q2 2024 | $240K |
| Q3 2024 | $314K |
| Q4 2024 | $671K |
| Q1 2025 | $911K |
| Q2 2025 | $535K |
| Q3 2025 | $570K |
| Q4 2025 | $464K |
| Q1 2026 | $456K |
| Q1 2026 | $496K |
| Q2 2026 | $392K |
| Q3 2026 | $295K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $295K | 3.3K | — | — |
| Q2 2026 | $392K | 3.4K | — | — |
| Q1 2026 | $496K | 3.7K | — | — |
| Q1 2026 | $456K | 3.4K | — | — |
| Q4 2025 | $464K | 3.7K | — | — |
| Q3 2025 | $570K | 4.4K | — | — |
| Q2 2025 | $535K | 4.4K | — | — |
| Q1 2025 | $911K | 7.5K | — | — |
| Q4 2024 | $671K | 5.1K | — | — |
| Q3 2024 | $314K | 2.1K | — | — |
| Q2 2024 | $240K | 2.0K | — | — |
| Q1 2024 | $285K | 1.6K | — | — |
| Q4 2023 | $265K | 1.6K | — | — |
| Q3 2023 | $315K | 1.9K | — | — |
| Q2 2023 | $323K | 1.9K | — | — |
| Q1 2023 | $264K | 1.9K | — | — |
| Q4 2022 | $226K | 1.9K | — | — |
| Q3 2022 | $217K | 2.1K | — | — |
| Q2 2022 | $220K | 1.9K | — | — |
| Q1 2022 | $542K | 3.4K | — | — |
| Q4 2021 | $606K | 2.5K | — | — |
| Q3 2021 | $499K | 2.5K | — | — |
| Q2 2021 | $423K | 2.5K | — | — |
| Q1 2021 | $427K | 2.5K | — | — |
| Q4 2020 | $397K | 2.5K | — | — |
Other funds holding SITE
$282.4M
$280.5M
$274.1M
$260.1M
$232.1M
$204M
$199.6M