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Disclosery

Independence Bank of Kentucky: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independence Bank of Kentucky on SCHW, newest first. How the timeline and the estimate are built.

Independence Bank of Kentucky held 9,123 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,123 shares
    Change vs previous 13F -437 shares

    0.09% of the 13F portfolio, value $841,779.

    13F-HR 0001730479-26-000003 filed by Independence Bank of Kentucky
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,560 shares
    Change vs previous 13F -625 shares

    0.11% of the 13F portfolio, value $898,449.

    13F-HR 0001730479-26-000002 filed by Independence Bank of Kentucky
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,185 shares
    Change vs previous 13F -454 shares

    0.13% of the 13F portfolio, value $1,017,583.

    13F-HR 0001730479-26-000001 filed by Independence Bank of Kentucky
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,639 shares
    Change vs previous 13F -3,096 shares

    0.13% of the 13F portfolio, value $1,015,705.

    13F-HR 0001730479-25-000005 filed by Independence Bank of Kentucky
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,735 shares
    Change vs previous 13F -1,120 shares

    0.18% of the 13F portfolio, value $1,253,181.

    13F-HR 0001730479-25-000004 filed by Independence Bank of Kentucky
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,855 shares
    Change vs previous 13F -1,060 shares

    0.18% of the 13F portfolio, value $1,162,849.

    13F-HR 0001730479-25-000002 filed by Independence Bank of Kentucky
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,915 shares
    Change vs previous 13F -515 shares

    0.18% of the 13F portfolio, value $1,177,869.

    13F-HR 0001730479-25-000001 filed by Independence Bank of Kentucky
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,430 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,064,828.

    13F-HR 0001730479-24-000004 filed by Independence Bank of Kentucky
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).