Position in FWRD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$473,322
-$112,112 QoQ
Shares Held
35,035
0.0% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2
of 10 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FWRD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $3,739,404 across 4 Integrated Freight & Logistics names. FWRD ranks #4 (12.7% of the industry book) .
All Filings in FWRD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,322 | 35,035 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $585,434 | 35,035 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $875,875 | 35,035 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $911,117 | 35,535 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $872,028 | 35,535 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||