Independent Financial Group’s Semler Scientific SMLR Stock Holding History

Independent Financial Group’s Portfolio SMLR Stock Details SMLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-25,517	Closed	-$390K	–	1523
2025 Q4	$390K	Buy	25,517 +5,212	+26%	+$118K	0.01%	1019
2025 Q3	$609K	Buy	20,305 +2,461	+14%	+$84.7K	0.01%	762
2025 Q2	$691K	Buy	17,844 +6,505	+57%	+$232K	0.02%	661
2025 Q1	$410K	Buy	+11,339	New	+$531K	0.01%	785

Independent Financial Group's SMLR Position: Q1 2026 in Review

Independent Financial Group sold out of Semler Scientific (SMLR) in Q1 2026, closing a stake of 25,517 shares — an estimated $390K sold.

Independent Financial Group first reported a position in SMLR in Q1 2025 and held it in 4 quarters. The position peaked at $691K in Q2 2025. 0 funds tracked by Wall St. Rank hold SMLR as of Q1 2026.

Independent Financial Group reported no remaining Semler Scientific position as of Q1 2026 after selling out during the quarter.
Independent Financial Group sold 25,517 Semler Scientific shares in Q1 2026, an estimated $390K.
Independent Financial Group first reported a position in Semler Scientific in Q1 2025 and held it in 4 quarters.
Independent Financial Group's Semler Scientific position peaked at $691K in Q2 2025.
0 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.