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Independent Bank shares owned by Independence Financial Advisors

Quarter-by-quarter ownership of Independent Bank (INDB) shares owned by Independence Financial Advisors from 13F filings

Historical chart of Independence Financial Advisors investment in Independent Bank

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

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Quarterly reported holdings in Independent Bank by Independence Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $414k 5.7k 73.08
2025-09-30 $389k 5.6k 69.17
2025-06-30 $351k 5.6k 62.88
2025-03-31 $347k 5.5k 62.65

More positions owned by Independence Financial Advisors

Fidelity Covington Trust Enhanced Large (FELG)
Fidelity Covington Trust Enhanced Large (FELV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Conv Bd Etf (ICVT)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Fidelity Covington Trust Enhanced Intl (FENI)

View all positions for Independence Financial Advisors

Top funds holding Independent Bank

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Alliancebernstein
Rockland Trust
Geode Capital Management
Macquarie Group
DePrince Race & Zollo
Verition Fund Management
Victory Capital Management
Goldman Sachs Group
Silvercrest Asset Management Group
Charles Schwab Investment Management
Reinhart Mahoney Capital Management

View all funds holding Independent Bank