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INDEPENDENT FINANCIAL GROUP, LLC → SMA
INDEPENDENT FINANCIAL GROUP, LLC SMA Position History
SmartStop Self Storage REIT, Inc. • Financial Services
Quarters held
7
Latest value
$11.7M
Q3 2026
Peak value
$12.2M
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $8.5M |
| Q3 2025 | $8M |
| Q4 2025 | $11.2M |
| Q1 2026 | $10.7M |
| Q1 2026 | $11.2M |
| Q2 2026 | $12.2M |
| Q3 2026 | $11.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.7M | 362.6K | — | — |
| Q2 2026 | $12.2M | 374.6K | — | — |
| Q1 2026 | $11.2M | 369.6K | — | — |
| Q1 2026 | $10.7M | 353.0K | — | — |
| Q4 2025 | $11.2M | 361.6K | — | — |
| Q3 2025 | $8M | 213.0K | — | — |
| Q2 2025 | $8.5M | 234.7K | — | — |