INDB β€” Independent Bank Corp/Rockland

Ownership history in WHALEROCK POINT PARTNERS, LLC  Β·  1 quarter on record

AI Ownership Summary

WHALEROCK POINT PARTNERS, LLC reported Independent Bank Corp/Rockland (INDB) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows INDB at 0.06% 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 WHALEROCK POINT PARTNERS, LLC's position in Independent Bank Corp/Rockland, 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
2025 Q3

INDB was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% 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
2025 Q3 to 2025 Q3

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 WHALEROCK POINT PARTNERS, LLC held INDB β€” position size vs. price
% of Fund (quarterly)    INDB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 4,436 β€” β€” 0.06% $307K 2025-11-12 $68.59

🏒 Other funds also holding INDB

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.01%

FAQ About WHALEROCK POINT 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 WHALEROCK POINT PARTNERS, LLC reported owning INDB?

WHALEROCK POINT PARTNERS, LLC reported INDB across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

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

The largest reported portfolio weight for INDB was 0.06% in 2025 Q3.

What is the latest reported INDB position on this page?

The most recent filing on this page is 2025 Q3, when WHALEROCK POINT PARTNERS, LLC reported 4,436 shares, equal to 0.06% of portfolio, with an estimated market value of $307K.

What does the chart on this INDB ownership page compare?

The chart compares WHALEROCK POINT 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.

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