INDB β€” Independent Bank Corp Mass Com

Ownership history in BOSTON RESEARCH & MANAGEMENT INC  Β·  3 quarters on record

AI Ownership Summary

BOSTON RESEARCH & MANAGEMENT INC reported Independent Bank Corp Mass Com (INDB) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.3% in 2026 Q1. The latest visible filing shows INDB at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this INDB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOSTON RESEARCH & MANAGEMENT INC's position in Independent Bank Corp Mass Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

INDB was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BOSTON RESEARCH & MANAGEMENT INC held INDB β€” position size vs. price
% of Fund (quarterly)    INDB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 17,011 β€” 0% 0.30% $1K 2026-04-10 $79.62
2025 Q4 UNCHANGED 17,011 β€” 0% 0.29% $1.2M 2026-02-11 $83.45
2025 Q3 INITIATED 17,011 β€” β€” 0.26% $1.2M 2025-11-12 $68.59

FAQ About BOSTON RESEARCH & MANAGEMENT INC and INDB

These are the practical questions this page is built to answer before you even open the full history table.

How long has BOSTON RESEARCH & MANAGEMENT INC reported owning INDB?

BOSTON RESEARCH & MANAGEMENT INC reported INDB across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported INDB position in BOSTON RESEARCH & MANAGEMENT INC's portfolio?

The largest reported portfolio weight for INDB was 0.30% in 2026 Q1.

What is the latest reported INDB position on this page?

The most recent filing on this page is 2026 Q1, when BOSTON RESEARCH & MANAGEMENT INC reported 17,011 shares, equal to 0.30% of portfolio, with an estimated market value of $1K.

What does the chart on this INDB ownership page compare?

The chart compares BOSTON RESEARCH & MANAGEMENT INC's quarterly INDB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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