IFG
SPH icon

Independent Financial Group’s Suburban Propane Partners SPH Stock Holding History

Independent Financial Group’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$224K Sell
13,629
-1,505
-10% -$26.6K ﹤0.01% 1439
2026
Q2 		$259K Buy
15,134
+25
+0.2% +$478 ﹤0.01% 1340
2026
Q1 		$298K Sell
15,109
-531
-3% -$10.6K 0.01% 1164
2025
Q4 		$290K Buy
15,640
+25
+0.2% +$469 0.01% 1168
2025
Q3 		$291K Buy
15,615
+26
+0.2% +$480 0.01% 1105
2025
Q2 		$289K Buy
15,589
+23
+0.1% +$447 0.01% 1049
2025
Q1 		$327K Sell
15,566
-779
-5% -$15.9K 0.01% 893
2024
Q4 		$281K Sell
16,345
-277
-2% -$5.1K 0.01% 925
2024
Q3 		$298K Sell
16,622
-1,262
-7% -$22.8K 0.01% 886
2024
Q2 		$340K Buy
17,884
+21
+0.1% +$413 0.01% 773
2024
Q1 		$365K Sell
17,863
-1,540
-8% -$30.1K 0.02% 703
2023
Q4 		$345K Sell
19,403
-2,250
-10% -$38.3K 0.02% 668
2023
Q3 		$348K Buy
21,653
+27
+0.1% +$399 0.02% 603
2023
Q2 		$320K Buy
21,626
+5,172
+31% +$78.2K 0.02% 622
2023
Q1 		$252K Buy
+16,454
New +$255K 0.02% 686

Other funds holding SPH

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Independent Financial Group's SPH Position: Q3 2026 in Review

Independent Financial Group reduced its Suburban Propane Partners (SPH) stake by 9.9% in Q3 2026, selling an estimated $26.6K and leaving 13,629 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Independent Financial Group first reported a position in SPH in Q1 2023 and has held it in 15 quarters since. The position peaked at $365K in Q1 2024. 3 funds tracked by Wall St. Rank hold SPH as of Q3 2026.

  • Independent Financial Group held 13,629 shares of Suburban Propane Partners worth $224K as of Q3 2026.
  • Independent Financial Group sold 1,505 Suburban Propane Partners shares in Q3 2026, an estimated $26.6K.
  • Suburban Propane Partners made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1439 holding.
  • Independent Financial Group first reported a position in Suburban Propane Partners in Q1 2023 and has held it in 15 quarters since.
  • Independent Financial Group's Suburban Propane Partners position peaked at $365K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.