Independent Bank shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Independent Bank (INDB) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Independent Bank
Tip: Access up to 7 years of quarterly data
All positions including Independent Bank held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Independent Bank by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $286k | 4.1k | 69.17 |
| 2025-06-30 | $3.7M | 59k | 62.88 |
| 2025-03-31 | $3.4M | 54k | 62.65 |
| 2024-12-31 | $3.4M | 53k | 64.19 |
| 2024-09-30 | $3.0M | 50k | 59.13 |
| 2024-06-30 | $2.7M | 54k | 50.72 |
| 2024-03-31 | $2.4M | 47k | 52.02 |
| 2023-03-31 | $203k | 3.1k | 65.55 |
| 2022-12-31 | $262k | 3.1k | 84.52 |
| 2022-09-30 | $231k | 3.1k | 74.52 |
| 2022-06-30 | $246k | 3.1k | 79.35 |
| 2022-03-31 | $253k | 3.1k | 81.69 |
| 2021-12-31 | $253k | 3.1k | 81.67 |
| 2021-09-30 | $388k | 5.1k | 76.11 |
More positions owned by Integrated Wealth Concepts
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