Series Portfolios Tr shares owned by Independent Financial Group
Quarter-by-quarter ownership of Series Portfolios Tr (ICAP) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Series Portfolios Tr
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Quarterly reported holdings in Series Portfolios Tr by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.0M | 78k | 26.31 |
| 2025-09-30 | $2.0M | 72k | 27.55 |
| 2025-06-30 | $1.8M | 68k | 26.11 |
| 2025-03-31 | $1.6M | 63k | 25.02 |
| 2024-12-31 | $1.5M | 55k | 26.33 |
| 2024-09-30 | $925k | 34k | 27.24 |
| 2024-06-30 | $283k | 12k | 24.60 |
| 2022-09-30 | $491k | 21k | 23.34 |
| 2022-06-30 | $1.1M | 42k | 26.72 |
| 2022-03-31 | $1.2M | 38k | 30.89 |
More positions owned by Independent Financial Group
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