INDB INDEPENDENT BK CORP MASS

Ownership history in DiNuzzo Private Wealth, Inc.  ·  10 quarters on record

AI Ownership Summary

DiNuzzo Private Wealth, Inc. reported INDEPENDENT BK CORP MASS (INDB) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows INDB at 0.00% 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 DiNuzzo Private Wealth, Inc.'s position in INDEPENDENT BK CORP MASS, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 DiNuzzo Private Wealth, Inc. held INDB — position size vs. price
% of Fund (quarterly)    INDB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 8 +1 +14.3% 0.00% $602 2026-04-08 $80.13
2025 Q4 UNCHANGED 7 0% 0.00% $512 2026-01-16 $75.79
2025 Q3 UNCHANGED 7 0% 0.00% $501 2025-10-14 $68.69
2025 Q2 UNCHANGED 7 0% 0.00% $441 2025-07-17 $64.08
2025 Q1 UNCHANGED 7 0% 0.00% $439 2025-04-25 $56.09
2024 Q4 UNCHANGED 7 0% 0.00% $450 2025-01-23 $63.07
2024 Q3 UNCHANGED 7 0% 0.00% $414 2024-10-17 $61.77
2024 Q2 ADDED 7 +2 +40.0% 0.00% $356 2024-07-30 $60.46
2024 Q1 REDUCED 5 -2 -28.6% 0.00% $261 2024-05-06 $47.85
2023 Q4 INITIATED 7 0.00% $461 2024-02-06 $49.48

FAQ About DiNuzzo Private Wealth, 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 DiNuzzo Private Wealth, Inc. reported owning INDB?

DiNuzzo Private Wealth, Inc. reported INDB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported INDB position in DiNuzzo Private Wealth, Inc.'s portfolio?

The largest reported portfolio weight for INDB was 0.00% in 2023 Q4.

What is the latest reported INDB position on this page?

The most recent filing on this page is 2026 Q1, when DiNuzzo Private Wealth, Inc. reported 8 shares, equal to 0.00% of portfolio, with an estimated market value of $602.

What does the chart on this INDB ownership page compare?

The chart compares DiNuzzo Private Wealth, 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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