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INDEPENDENT FINANCIAL GROUP, LLC → ZIM
INDEPENDENT FINANCIAL GROUP, LLC ZIM Position History
ZIM Integrated Shipping Services Ltd. • Transportation & Utilities
Quarters held
9
Latest value
$258K
Q3 2026
Peak value
$402K
First seen
Q1 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2022 | $402K |
| Q2 2023 | $128K |
| Q3 2023 | $151K |
| Q3 2025 | $137K |
| Q4 2025 | $283K |
| Q1 2026 | $272K |
| Q1 2026 | $272K |
| Q2 2026 | $281K |
| Q3 2026 | $258K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $258K | 8.8K | — | — |
| Q2 2026 | $281K | 10.8K | — | — |
| Q1 2026 | $272K | 10.3K | — | — |
| Q1 2026 | $272K | 10.3K | — | — |
| Q4 2025 | $283K | 13.3K | — | — |
| Q3 2025 | $137K | 10.1K | — | — |
| Q3 2023 | $151K | 14.5K | — | — |
| Q2 2023 | $128K | 10.3K | — | — |
| Q1 2022 | $402K | 5.5K | — | — |