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Listed Fd Tr shares owned by Independent Family Office

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by Independent Family Office from 13F filings

Historical chart of Independent Family Office investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Independent Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Independent Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2M 160k 44.70
2025-06-30 $5.8M 135k 42.72
2025-03-31 $4.3M 105k 40.65
2024-12-31 $3.3M 87k 38.08

More positions owned by Independent Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Gold Tr Ishares New (IAU)
Ptc (PTC)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Toast Cl A (TOST)
Ishares Tr Russell 2000 Etf (IWM)
Listed Fds Tr Horizon Kinetics (INFL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)
Doubleline Etf Trust Commercial Real (DCRE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Independent Family Office

Top funds holding Listed Fd Tr

Jpmorgan Chase & Co
Oxford Financial
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
One Charles Private Wealth Services
UBS Group
Rockefeller Capital Management
Bank of New York Mellon
Janney Montgomery Scott
Commonwealth Equity Services
Captrust Financial Advisors
Lowe fs
Raymond James Financial
Hilltop National Bank

View all funds holding Listed Fd Tr