INDEPENDENT FINANCIAL GROUP, LLC
Position in IVT — InvenTrust Properties Corp.
CIK 275484
SAN DIEGO, CA
Position in IVT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$585,232
-$22,475 QoQ
Shares Held
16,532
-17.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
of 61 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $8,672,768 across 4 REIT - Retail names. IVT ranks #4 (6.7% of the industry book) .
All Filings in IVT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,232 | 16,532 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $607,707 | 19,951 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $571,280 | 20,251 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $584,849 | 20,435 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $505,119 | 18,435 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $451,769 | 15,382 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $463,459 | 15,382 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $461,608 | 16,271 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $415,423 | 16,778 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $451,467 | 17,560 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $575,268 | 22,702 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $529,010 | 22,218 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $484,852 | 20,953 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $490,183 | 20,948 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $506,514 | 21,399 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $421,118 | 19,743 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $412,511 | 15,995 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $465,085 | 15,110 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $241,605 | 8,863 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||