Manager × security

Moody Aldrich Partners LLC INDB holdings history

Who else holds this security?

INDEPENDENT BANK CORP/MA · CUSIP 453836108 · CIK 936941

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Moody Aldrich Partners LLC reported 114.22K INDB (shares), valued at $9.56M, or 1.72% of its reported non-derivative portfolio. Filed 2026-07-15.

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Portfolio weight and quantity history
Reported portfolio weight
1.72%
Shares
114.22K
114,219
Reported value
$9.56M
USD

Shares decreased 20.69%; reported value decreased 11.71%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20261.72%114,219SEC filingFiled Jul 15, 2026
Q1 20261.95%144,008SEC filingFiled Apr 20, 2026
Q4 20251.99%145,577SEC filingFiled Jan 30, 2026
Q3 20252.00%152,377SEC filingFiled Oct 21, 2025
Q2 20251.75%143,467SEC filingFiled Aug 4, 2025
Q1 20251.91%145,666SEC filingFiled Apr 29, 2025
Q4 20241.78%150,042SEC filingFiled Jan 23, 2025
Q3 20241.44%133,538SEC filingFiled Oct 22, 2024
Q2 20240.94%95,524SEC filingFiled Jul 24, 2024
Q1 20240.90%101,391SEC filingFiled Apr 30, 2024
Q4 20231.65%139,014SEC filingFiled Jan 26, 2024
Q3 20231.43%153,443SEC filingFiled Nov 8, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20231.43%153,443$7.53MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing
Filed Nov 8, 2023
Q4 20231.65%139,014$9.15MShares decreased 9.40%; reported value increased 21.45%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jan 26, 2024
Q1 20240.90%101,391$5.27MShares decreased 27.06%; reported value decreased 42.35%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Apr 30, 2024
Q2 20240.94%95,524$4.84MShares decreased 5.79%; reported value decreased 8.14%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jul 24, 2024
Q3 20241.44%133,538$7.90MShares increased 39.80%; reported value increased 62.98%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Oct 22, 2024
Q4 20241.78%150,042$9.63MShares increased 12.36%; reported value increased 21.97%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jan 23, 2025
Q1 20251.91%145,666$9.13MShares decreased 2.92%; reported value decreased 5.25%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Apr 29, 2025
Q2 20251.75%143,467$9.02MShares decreased 1.51%; reported value decreased 1.14%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Aug 4, 2025
Q3 20252.00%152,377$10.54MShares increased 6.21%; reported value increased 16.83%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Oct 21, 2025
Q4 20251.99%145,577$10.64MShares decreased 4.46%; reported value increased 0.94%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jan 30, 2026
Q1 20261.95%144,008$10.83MShares decreased 1.08%; reported value increased 1.81%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Apr 20, 2026
Q2 20261.72%114,219$9.56MShares decreased 20.69%; reported value decreased 11.71%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jul 15, 2026
Moody Aldrich Partners LLC · INDEPENDENT BANK CORP/MA

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.