INDEPENDENT FINANCIAL GROUP, LLC
Position in SPH — Suburban Propane Partners LP
CIK 275484
SAN DIEGO, CA
Position in SPH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$258,791
-$38,705 QoQ
Shares Held
15,134
+0.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#62
of 144 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $258,791 across 1 Utilities - Regulated Gas name. SPH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPH |
Suburban Propane Partners LP
This page
|
15,134 | $258,791 |
All Filings in SPH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,791 | 15,134 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $297,496 | 15,109 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $289,965 | 15,640 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $291,219 | 15,615 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $288,864 | 15,589 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $327,041 | 15,566 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $281,134 | 16,345 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $298,198 | 16,622 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $339,617 | 17,884 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $364,941 | 17,863 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $344,597 | 19,403 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $347,530 | 21,653 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $320,064 | 21,626 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $252,075 | 16,454 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||