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INDEPENDENT FINANCIAL GROUP, LLC → UTF
INDEPENDENT FINANCIAL GROUP, LLC UTF Position History
Cohen & Steers Infrastructure Fund, Inc
Quarters held
48
Latest value
$769K
Q3 2026
Peak value
$3.6M
First seen
Q2 2021
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2021 | $240K |
| Q3 2021 | $701K |
| Q4 2021 | $871K |
| Q4 2021 | $431K |
| Q1 2022 | $1.2M |
| Q1 2022 | $575K |
| Q2 2022 | $1.1M |
| Q2 2022 | $563K |
| Q3 2022 | $1.1M |
| Q3 2022 | $545K |
| Q4 2022 | $1.2M |
| Q4 2022 | $606K |
| Q1 2023 | $1.2M |
| Q2 2023 | $1.2M |
| Q3 2023 | $1M |
| Q4 2023 | $1.2M |
| Q4 2023 | $278K |
| Q1 2024 | $1.4M |
| Q1 2024 | $260K |
| Q2 2024 | $2M |
| Q2 2024 | $252K |
| Q3 2024 | $2.4M |
| Q3 2024 | $276K |
| Q4 2024 | $1.8M |
| Q4 2024 | $291K |
| Q1 2025 | $2M |
| Q1 2025 | $324K |
| Q2 2025 | $2M |
| Q2 2025 | $345K |
| Q3 2025 | $1.8M |
| Q3 2025 | $939 |
| Q3 2025 | $197K |
| Q3 2025 | $267K |
| Q4 2025 | $2.3M |
| Q4 2025 | $226K |
| Q1 2026 | $2.8M |
| Q1 2026 | $526K |
| Q1 2026 | $757K |
| Q1 2026 | $3M |
| Q1 2026 | $526K |
| Q1 2026 | $757K |
| Q2 2026 | $3.6M |
| Q2 2026 | $4K |
| Q2 2026 | $669K |
| Q2 2026 | $874K |
| Q3 2026 | $2.4M |
| Q3 2026 | $577K |
| Q3 2026 | $769K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $769K | 41.2K | — | — |
| Q3 2026 | $577K | 41.7K | — | — |
| Q3 2026 | $2.4M | 96.0K | — | — |
| Q2 2026 | $874K | 43.0K | — | — |
| Q2 2026 | $669K | 42.5K | — | — |
| Q2 2026 | $4K | 285.5K | — | — |
| Q2 2026 | $3.6M | 129.0K | — | — |
| Q1 2026 | $757K | 38.3K | — | — |
| Q1 2026 | $526K | 36.2K | — | — |
| Q1 2026 | $3M | 117.5K | — | — |
| Q1 2026 | $757K | 38.3K | — | — |
| Q1 2026 | $526K | 36.2K | — | — |
| Q1 2026 | $2.8M | 109.9K | — | — |
| Q4 2025 | $226K | 11.4K | — | — |
| Q4 2025 | $2.3M | 94.0K | — | — |
| Q3 2025 | $267K | 11.9K | — | — |
| Q3 2025 | $197K | 12.9K | — | — |
| Q3 2025 | $939 | 12.0K | — | — |
| Q3 2025 | $1.8M | 74.0K | — | — |
| Q2 2025 | $345K | 15.1K | — | — |
| Q2 2025 | $2M | 75.9K | — | — |
| Q1 2025 | $324K | 14.7K | — | — |
| Q1 2025 | $2M | 76.9K | — | — |
| Q4 2024 | $291K | 13.9K | — | — |
| Q4 2024 | $1.8M | 74.4K | — | — |
| Q3 2024 | $276K | 11.6K | — | — |
| Q3 2024 | $2.4M | 91.6K | — | — |
| Q2 2024 | $252K | 12.3K | — | — |
| Q2 2024 | $2M | 87.9K | — | — |
| Q1 2024 | $260K | 12.3K | — | — |
| Q1 2024 | $1.4M | 60.7K | — | — |
| Q4 2023 | $278K | 13.8K | — | — |
| Q4 2023 | $1.2M | 55.2K | — | — |
| Q3 2023 | $1M | 51.2K | — | — |
| Q2 2023 | $1.2M | 51.2K | — | — |
| Q1 2023 | $1.2M | 50.4K | — | — |
| Q4 2022 | $606K | 29.7K | — | — |
| Q4 2022 | $1.2M | 50.3K | — | — |
| Q3 2022 | $545K | 28.1K | — | — |
| Q3 2022 | $1.1M | 49.0K | — | — |
| Q2 2022 | $563K | 26.4K | — | — |
| Q2 2022 | $1.1M | 45.4K | — | — |
| Q1 2022 | $575K | 21.4K | — | — |
| Q1 2022 | $1.2M | 41.1K | — | — |
| Q4 2021 | $431K | 15.1K | — | — |
| Q4 2021 | $871K | 30.6K | — | — |
| Q3 2021 | $701K | 27.3K | — | — |
| Q2 2021 | $240K | 8.8K | — | — |
Other funds holding UTF
$256.9M
$241.7M
$219.8M
$198.4M
$198.4M
$197.5M
$195.4M
$192.8M