INDEPENDENT FINANCIAL GROUP, LLC
Position in EW — Edwards Lifesciences Corp
CIK 275484
SAN DIEGO, CA
Position in EW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,224,466
+$512,876 QoQ
Shares Held
13,536
+52.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#69
of 224 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $7,068,847 across 9 Medical Devices names. EW ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
22,067 | $2,002,359 | |
| 2 | EW |
Edwards Lifesciences Corp
This page
|
13,536 | $1,224,466 | |
| 3 | MDT |
Medtronic plc
|
13,392 | $1,047,656 | |
| 4 | SYK |
Stryker Corp
|
2,998 | $943,890 | |
| 5 | ATEC |
Alphatec Holdings, Inc.
|
78,350 | $677,727 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
7,146 | $457,415 | |
| 7 | GMED |
Globus Medical Inc
|
4,607 | $363,999 | |
| 8 | DXCM |
Dexcom Inc
|
5,023 | $338,299 |
All Filings in EW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,224,466 | 13,536 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $711,590 | 8,886 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $906,548 | 10,634 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $827,161 | 10,636 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,017,668 | 13,012 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $796,700 | 10,992 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $668,861 | 9,035 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $731,565 | 11,086 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,150,006 | 12,450 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,081,261 | 11,315 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $932,613 | 12,231 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $659,892 | 9,525 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $882,740 | 9,358 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $776,669 | 9,388 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $809,369 | 10,848 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $930,083 | 11,256 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,142,316 | 12,013 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,447,367 | 12,295 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $1,800,097 | 13,895 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $1,477,390 | 13,050 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $1,264,278 | 12,207 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||