ISTHMUS PARTNERS, LLC INDB — INDEPENDENT BANK CORP MA

Ownership history in ISTHMUS PARTNERS, LLC  ·  44 quarters on record

AI Ownership Summary

ISTHMUS PARTNERS, LLC reported INDEPENDENT BANK CORP MA (INDB) in 44 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.64% in 2025 Q3. The latest visible filing shows INDB at 0.33% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INDB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ISTHMUS PARTNERS, LLC's position in INDEPENDENT BANK CORP MA, 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 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2025 Q3

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.

INDB stock page ISTHMUS PARTNERS, LLC fund profile ISTHMUS PARTNERS, LLC full holdings
How ISTHMUS PARTNERS, LLC 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 41,904 -66 -0.2% 0.33% $3.2M 2026-04-30 $77.99
2025 Q4 ADDED — — — 41,970 +418 +1.0% 0.34% $3.1M 2026-02-05 $84.43
2025 Q3 ADDED — — — 41,552 +3,252 +8.5% 0.64% $2.9M 2025-11-10 $68.54
2025 Q2 ADDED — — — 38,300 +306 +0.8% 0.28% $2.4M 2025-08-13 $66.19
2025 Q1 ADDED — — — 37,994 +681 +1.8% 0.30% $2.4M 2025-05-01 $57.80
2024 Q4 ADDED — — — 37,313 +245 +0.7% 0.29% $2.4M 2025-02-07 $66.82
2024 Q3 REDUCED 21.3% +9.4% ❌ 37,068 -10,062 -21.3% 0.26% $2.2M 2024-11-14 $68.22
2024 Q2 ADDED — — — 47,130 +842 +1.8% 0.01% $84K 2024-08-06 $54.73
2024 Q1 ADDED — — — 46,288 +16,500 +55.4% 0.27% $2.4M 2024-05-08 $47.59
2023 Q4 ADDED — — — 29,788 +1,765 +6.3% 0.25% $2.0M 2024-02-12 $49.90
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding INDB

As of 2026 Q1 — sorted by position size

ROCKLAND TRUST CO 3Y 7Y 4.43% MOODY ALDRICH PARTNERS LLC 3Y 7Y 1.95% Channing Capital Management, LLC 3Y 7Y 1.81% DEPRINCE RACE & ZOLLO INC 3Y 7Y 1.47% REINHART PARTNERS, LLC. 3Y 7Y 1.4% FJ Capital Management LLC 3Y 7Y 1.4% NFJ INVESTMENT GROUP, LLC 3Y 1.29% MALTESE CAPITAL MANAGEMENT LLC 3Y 7Y 1.04% Leeward Investments, LLC - MA 3Y 0.99% Siena Capital Partners GP, LLC 3Y 7Y 0.83%

FAQ About ISTHMUS PARTNERS, LLC and INDB

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

How long has ISTHMUS PARTNERS, LLC reported owning INDB?

ISTHMUS PARTNERS, LLC reported INDB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported INDB position in ISTHMUS PARTNERS, LLC's portfolio?

The largest reported portfolio weight for INDB was 0.64% in 2025 Q3.

What is the latest reported INDB position on this page?

The most recent filing on this page is 2026 Q1, when ISTHMUS PARTNERS, LLC reported 41,904 shares, equal to 0.33% of portfolio, with an estimated market value of $3.2M.

What does the chart on this INDB ownership page compare?

The chart compares ISTHMUS PARTNERS, LLC'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.

How well did ISTHMUS PARTNERS, LLC time their INDB position?

Based on 13F filing dates vs. subsequent INDB price moves, ISTHMUS PARTNERS, LLC correctly timed 21 out of 43 reported position changes (49%). The annualised alpha on INDB relative to SPY over the holding period was -4.9%.

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