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Independent Bank shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Independent Bank shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Independent Bank

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All positions including Independent Bank held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Independent Bank by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4k 25 57.68
2024-06-30 $1.1k 24 45.54
2024-03-31 $1.1k 24 45.67
2023-12-31 $815 16 50.94
2023-09-30 $1.3k 32 39.56
2023-06-30 $656 19 34.58
2023-03-31 $186 4 46.50
2022-12-31 $1.7k 28 60.07
2022-09-30 $2.0k 39 51.28
2022-06-30 $3.0k 45 66.67
2022-03-31 $2.0k 29 68.97
2021-12-31 $1.0k 11 90.91