Skip to main content
Livermore
Livermore
ZHEN

Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

INDB holding history

Independent Bank Corp in every 13F filed by Aries Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INDB overviewAll 13F holders of INDBFull Q2 2026 holdings

Shares (Q2 2026)
14,872
Value
$1.25M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of INDB by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,872$1.25M0.2%00.0%UnchangedHolders
Q1 202614,872$1.12M0.2%00.0%UnchangedHolders
Q4 202514,872$1.09M0.2%−228−1.5%ReducedHolders
Q3 202515,100$1.04M0.2%00.0%UnchangedHolders
Q2 202515,100$949.6K0.2%00.0%UnchangedHolders
Q1 202515,100$946.0K0.3%−1,250−7.6%ReducedHolders
Q4 202416,350$1.05M0.3%00.0%UnchangedHolders
Q3 202416,350$966.8K0.3%+228+1.4%AddedHolders
Q2 202416,122$817.7K0.3%+232+1.5%AddedHolders
Q1 202415,890$826.6K0.3%00.0%UnchangedHolders
Q4 202315,890$1.05M0.4%−6,800−30.0%ReducedHolders
Q3 202322,690$1.10M0.4%00.0%UnchangedHolders
Q2 202322,690$1.01M0.4%00.0%UnchangedHolders
Q1 202322,690$1.49M0.6%00.0%UnchangedHolders
Q4 202222,690$1.92M0.8%00.0%UnchangedHolders
Q3 202222,690$1.97M0.9%00.0%UnchangedHolders
Q2 202222,690$1.80M0.8%+22,690NewHolders
Q1 20220$00.0%−22,690−100.0%Sold outHolders
Q4 202122,690$1.85M0.7%00.0%UnchangedHolders
Q3 202122,690$1.73M0.7%00.0%UnchangedHolders
Q2 202122,690$1.71M0.7%00.0%UnchangedHolders
Q1 202122,690$1.86M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.