Royce Value Trust shares owned by Independent Financial Group
Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Royce Value Trust
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Quarterly reported holdings in Royce Value Trust by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $309k | 19k | 16.60 |
| 2025-09-30 | $223k | 14k | 16.13 |
| 2025-06-30 | $314k | 21k | 15.05 |
| 2025-03-31 | $328k | 23k | 14.24 |
| 2024-12-31 | $319k | 20k | 15.80 |
| 2024-09-30 | $301k | 19k | 15.70 |
| 2024-06-30 | $390k | 27k | 14.47 |
| 2024-03-31 | $755k | 50k | 15.17 |
| 2023-12-31 | $646k | 44k | 14.56 |
| 2023-09-30 | $522k | 41k | 12.87 |
| 2023-06-30 | $556k | 40k | 13.80 |
| 2023-03-31 | $825k | 61k | 13.57 |
| 2022-12-31 | $546k | 41k | 13.26 |
| 2022-09-30 | $479k | 38k | 12.55 |
| 2022-06-30 | $338k | 24k | 13.97 |
| 2022-03-31 | $306k | 18k | 16.99 |
| 2021-12-31 | $359k | 18k | 19.59 |
| 2021-09-30 | $346k | 19k | 18.02 |
| 2021-06-30 | $374k | 20k | 18.97 |
| 2021-03-31 | $445k | 25k | 18.11 |
| 2020-12-31 | $382k | 24k | 16.14 |
More positions owned by Independent Financial Group
View all positions for Independent Financial Group