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Trust For Professional Man shares owned by Independent Financial Group

Quarter-by-quarter ownership of Trust For Professional Man (APUE) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trust For Professional Man by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $313k 7.8k 40.08
2025-09-30 $320k 7.8k 40.78
2025-06-30 $294k 7.8k 37.60
2025-03-31 $260k 7.6k 33.98
2024-12-31 $277k 7.7k 35.76
2024-09-30 $303k 8.6k 35.24
2024-06-30 $283k 8.5k 33.34