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INDEPENDENT FINANCIAL GROUP, LLC

CIK
275484
City
SAN DIEGO
State / Country
CA

Top Portfolio Positions

681 positions · $2,202,988,193 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in SBRA

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $4,723,791 245,647
2025-12-31 $4,531,148 239,237
2025-09-30 $4,395,162 235,792
2025-06-30 $4,268,896 231,502
2025-03-31 $4,150,295 237,567
2024-12-31 $3,911,115 225,815
2024-09-30 $4,210,791 226,265
2024-06-30 $2,591,974 168,310
2024-03-31 $1,621,007 109,750
2023-12-31 $1,619,059 113,459
2023-09-30 $1,544,914 110,826
2023-06-30 $1,324,666 112,546
2023-03-31 $1,224,692 106,495
2022-12-31 $1,359,829 109,399
2022-09-30 $1,509,403 115,046
2022-06-30 $1,615,225 115,621
2022-03-31 $1,644,332 110,432
2021-12-31 $912,866 67,420
2021-09-30 $847,297 57,561
2021-06-30 $1,018,290 55,950
2021-03-31 $787,571 45,367
2020-12-31 $753,458 43,377
2020-09-30 $654,087 47,432
2020-06-30 $618,181 42,840
2020-03-31 $878,787 80,475