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INDEPENDENT FINANCIAL GROUP, LLC → SPH
INDEPENDENT FINANCIAL GROUP, LLC SPH Position History
Suburban Propane Partners, L.P. • Energy
Quarters held
16
Latest value
$224K
Q3 2026
Peak value
$365K
First seen
Q1 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2023 | $252K |
| Q2 2023 | $320K |
| Q3 2023 | $348K |
| Q4 2023 | $345K |
| Q1 2024 | $365K |
| Q2 2024 | $340K |
| Q3 2024 | $298K |
| Q4 2024 | $281K |
| Q1 2025 | $327K |
| Q2 2025 | $289K |
| Q3 2025 | $291K |
| Q4 2025 | $290K |
| Q1 2026 | $298K |
| Q1 2026 | $298K |
| Q2 2026 | $259K |
| Q3 2026 | $224K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $224K | 13.6K | — | — |
| Q2 2026 | $259K | 15.1K | — | — |
| Q1 2026 | $298K | 15.1K | — | — |
| Q1 2026 | $298K | 15.1K | — | — |
| Q4 2025 | $290K | 15.6K | — | — |
| Q3 2025 | $291K | 15.6K | — | — |
| Q2 2025 | $289K | 15.6K | — | — |
| Q1 2025 | $327K | 15.6K | — | — |
| Q4 2024 | $281K | 16.3K | — | — |
| Q3 2024 | $298K | 16.6K | — | — |
| Q2 2024 | $340K | 17.9K | — | — |
| Q1 2024 | $365K | 17.9K | — | — |
| Q4 2023 | $345K | 19.4K | — | — |
| Q3 2023 | $348K | 21.7K | — | — |
| Q2 2023 | $320K | 21.6K | — | — |
| Q1 2023 | $252K | 16.5K | — | — |
Other funds holding SPH
$302.7M
$279M
$267.2M
$252.4M
$251.7M
$28.2M
$26.9M
$26.1M