Back to TSMWF
INDEPENDENT FINANCIAL GROUP, LLC → TSMWF
INDEPENDENT FINANCIAL GROUP, LLC TSMWF Position History
TSMWF
Quarters held
38
Latest value
$44.9M
Q3 2026
Peak value
$47.2M
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $332K |
| Q2 2020 | $1.3M |
| Q3 2020 | $3.2M |
| Q4 2020 | $5.6M |
| Q1 2021 | $7M |
| Q2 2021 | $6.6M |
| Q3 2021 | $6M |
| Q4 2021 | $6.2M |
| Q1 2022 | $4.8M |
| Q2 2022 | $3.7M |
| Q3 2022 | $839K |
| Q4 2022 | $1.1M |
| Q1 2023 | $1.1M |
| Q2 2023 | $1M |
| Q3 2023 | $842K |
| Q4 2023 | $1M |
| Q1 2024 | $1.6M |
| Q2 2024 | $5.9M |
| Q3 2024 | $2M |
| Q3 2024 | $3.8M |
| Q4 2024 | $4.9M |
| Q4 2024 | $5.7M |
| Q1 2025 | $6.4M |
| Q1 2025 | $6.6M |
| Q2 2025 | $7.3M |
| Q2 2025 | $8.9M |
| Q3 2025 | $7.6M |
| Q3 2025 | $17.7M |
| Q4 2025 | $8.7M |
| Q4 2025 | $23.2M |
| Q1 2026 | $6.6M |
| Q1 2026 | $17.2M |
| Q1 2026 | $8.4M |
| Q1 2026 | $30.1M |
| Q2 2026 | $11.7M |
| Q2 2026 | $47.2M |
| Q3 2026 | $12.2M |
| Q3 2026 | $44.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $44.9M | 98.4K | — | — |
| Q3 2026 | $12.2M | 252.6K | — | — |
| Q2 2026 | $47.2M | 98.8K | — | — |
| Q2 2026 | $11.7M | 245.9K | — | — |
| Q1 2026 | $30.1M | 89.0K | — | — |
| Q1 2026 | $8.4M | 206.5K | — | — |
| Q1 2026 | $17.2M | 50.9K | — | — |
| Q1 2026 | $6.6M | 161.9K | — | — |
| Q4 2025 | $23.2M | 76.3K | — | — |
| Q4 2025 | $8.7M | 202.3K | — | — |
| Q3 2025 | $17.7M | 63.5K | — | — |
| Q3 2025 | $7.6M | 181.5K | — | — |
| Q2 2025 | $8.9M | 39.3K | — | — |
| Q2 2025 | $7.3M | 186.7K | — | — |
| Q1 2025 | $6.6M | 39.8K | — | — |
| Q1 2025 | $6.4M | 181.4K | — | — |
| Q4 2024 | $5.7M | 28.7K | — | — |
| Q4 2024 | $4.9M | 131.9K | — | — |
| Q3 2024 | $3.8M | 21.9K | — | — |
| Q3 2024 | $2M | 54.9K | — | — |
| Q2 2024 | $5.9M | 33.7K | — | — |
| Q1 2024 | $1.6M | 12.0K | — | — |
| Q4 2023 | $1M | 9.9K | — | — |
| Q3 2023 | $842K | 9.7K | — | — |
| Q2 2023 | $1M | 10.1K | — | — |
| Q1 2023 | $1.1M | 12.0K | — | — |
| Q4 2022 | $1.1M | 14.3K | — | — |
| Q3 2022 | $839K | 12.2K | — | — |
| Q2 2022 | $3.7M | 45.4K | — | — |
| Q1 2022 | $4.8M | 46.5K | — | — |
| Q4 2021 | $6.2M | 51.3K | — | — |
| Q3 2021 | $6M | 53.7K | — | — |
| Q2 2021 | $6.6M | 54.6K | — | — |
| Q1 2021 | $7M | 59.0K | — | — |
| Q4 2020 | $5.6M | 51.3K | — | — |
| Q3 2020 | $3.2M | 40.0K | — | — |
| Q2 2020 | $1.3M | 22.7K | — | — |
| Q1 2020 | $332K | 6.9K | — | — |