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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

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

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Quarterly 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