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
Download as csvQuarterly 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 |
More positions owned by Independent Financial Group
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