INDEPENDENT FINANCIAL GROUP, LLC

Position in WHR — Whirlpool Corp /De/

CIK 275484 SAN DIEGO, CA

Position in WHR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$315,360

-$148,352 QoQ

Shares Held

8,000

-7.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#238

of 455 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $521,381 across 2 Furnishings, Fixtures & Appliances names. WHR ranks #1 (60.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WHR	Whirlpool Corp /De/ This page	8,000	$315,360
2	SN	SharkNinja, Inc.	1,353	$206,021

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,360	8,000	-7.0%	Shares	Sole	2026-07-15
2026-03-31	$463,712	8,600	+7.3%	Shares	Sole	2026-05-15
2025-12-31	$578,274	8,016	+31.4%	Shares	Sole	2026-05-15
2025-09-30	$479,460	6,100	+45.2%	Shares	Sole	2026-05-15
2025-06-30	$425,964	4,200	+19.9%	Shares	Sole	2026-05-15
2025-03-31	$315,815	3,504	+16.3%	Shares	Sole	2026-05-19
2024-12-31	$344,928	3,013	+0.3%	Shares	Sole	2026-06-12
2024-09-30	$321,428	3,004	-4.8%	Shares	Sole	2026-06-12
2024-06-30	$322,338	3,154	+10.5%	Shares	Sole	2026-06-12
2024-03-31	$341,424	2,854	+9.6%	Shares	Sole	2026-06-12
2023-12-31	$317,089	2,604	0.0%	Shares	Sole	2026-06-12
2023-09-30	$348,154	2,604	+4.0%	Shares	Sole	2026-06-12
2023-06-30	$372,570	2,504	+8.7%	Shares	Sole	2026-06-12
2023-03-31	$304,174	2,304	+4.0%	Shares	Sole	2026-06-12
2022-12-31	$313,475	2,216	+9.9%	Shares	Sole	2026-06-15
2022-09-30	$271,776	2,016	+24.8%	Shares	Sole	2026-06-15
2022-06-30	$250,269	1,616	+46.5%	Shares	Sole	2026-06-12
2021-06-30	$240,476	1,103	0.0%	Shares	Sole	2026-06-15
2021-03-31	$243,046	1,103	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.