Independent Bank shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Independent Bank (IBTX) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Independent Bank
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Quarterly reported holdings in Independent Bank by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $267k | 5.2k | 50.88 |
| 2022-12-31 | $205k | 3.4k | 60.08 |
| 2022-09-30 | $211k | 3.4k | 61.48 |
| 2022-06-30 | $234k | 3.4k | 67.87 |
| 2022-03-31 | $322k | 4.5k | 71.08 |
| 2021-12-31 | $326k | 4.5k | 72.04 |
| 2021-09-30 | $1.0M | 14k | 71.02 |
| 2021-06-30 | $1.1M | 14k | 73.95 |
| 2021-03-31 | $1.1M | 15k | 72.21 |
| 2020-12-31 | $1.1M | 17k | 62.52 |
| 2020-09-30 | $1.1M | 25k | 44.16 |
| 2020-06-30 | $1.0M | 25k | 40.52 |
| 2020-03-31 | $591k | 25k | 23.68 |
| 2019-12-31 | $2.2M | 41k | 55.44 |
| 2019-09-30 | $2.3M | 43k | 52.61 |
| 2019-06-30 | $2.2M | 40k | 54.96 |
| 2019-03-31 | $1.9M | 36k | 51.30 |
| 2018-12-31 | $556k | 12k | 45.78 |
| 2018-09-30 | $780k | 12k | 66.33 |
| 2018-06-30 | $607k | 9.1k | 66.82 |
| 2018-03-31 | $588k | 8.3k | 70.66 |
| 2017-12-31 | $541k | 8.0k | 67.55 |
| 2017-09-30 | $481k | 8.0k | 60.36 |
| 2017-06-30 | $433k | 7.3k | 59.52 |
| 2017-03-31 | $393k | 6.1k | 64.35 |
| 2016-12-31 | $242k | 3.9k | 62.37 |
| 2016-09-30 | $2.6M | 59k | 44.17 |
| 2016-06-30 | $2.6M | 61k | 43.00 |
| 2016-03-31 | $1.9M | 68k | 27.40 |
More positions owned by United Capital Financial Advisers
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