SEC 13F Intelligence

Managers / Q3 2019 · view latest →

Independence Bank of Kentucky

CIK 0001730479 · ATTN: TRUST DEPARTMENT, 2425 FREDERICA STREET, OWENSBORO, KY, 42301 · 2706899861

Reported Value
$141M
Q3 2019
Positions
365
Filings on Record
30
2019–present window
Filed
Oct 21, 2019
original filing

Summary

Independence Bank Of Kentucky reported $141M in U.S.-listed holdings across 365 positions for Q3 2019.

Its largest position, SPY, represents 5.3% of the portfolio.

Compared with Q2 2019, the fund opened 38 new positions and exited 9.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $110MQ4 ’18Q1 ’19: $122MQ2 ’19: $128MQ3 ’19: $141MQ4 ’19: $155MQ4 ’19Q1 ’20: $128MQ2 ’20: $154MQ3 ’20: $176MQ4 ’20: $193MQ4 ’20Q1 ’21: $206MQ2 ’21: $226MQ3 ’21: $231MQ4 ’21: $245MQ4 ’21Q1 ’22: $253MQ2 ’22: $223MQ3 ’22: $203MQ4 ’22: $223MQ4 ’22Q1 ’23: $230MQ2 ’23: $247MQ3 ’23: $237MQ4 ’23: $285MQ4 ’23Q1 ’24: $334MQ2 ’24: $377MQ3 ’24: $465MQ4 ’24: $650MQ4 ’24Q1 ’25: $640MQ2 ’25: $706MQ3 ’25: $778MQ4 ’25: $804MQ4 ’25Q1 ’26: $789Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 77.4%ETP: 17.7%Other: 2.5%ADR: 1.9%REIT: 0.2%Other: 0.1%
  • Common Stock · 77.4% · $109M
  • ETP · 17.7% · $25M
  • Other · 2.5% · $4M
  • ADR · 1.9% · $3M
  • REIT · 0.2% · $319,000
  • Other · 0.1% · $172,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$789M623Apr 30, 202613F-HRchanges · EDGAR ↗
Q4 2025$804M724Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$778M623Oct 9, 202513F-HRchanges · EDGAR ↗
Q2 2025$706M615Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$640M613Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$650M623Jan 24, 202513F-HRchanges · EDGAR ↗
Q3 2024$465M586Oct 9, 202413F-HRchanges · EDGAR ↗
Q2 2024$377M539Jul 25, 202413F-HRchanges · EDGAR ↗
Q1 2024$334M517Apr 16, 202413F-HRchanges · EDGAR ↗
Q4 2023$285M519Jan 23, 202413F-HRchanges · EDGAR ↗
Q3 2023$237M481Oct 16, 202313F-HRchanges · EDGAR ↗
Q2 2023$247M514Jul 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$230M425Apr 6, 202313F-HRchanges · EDGAR ↗
Q4 2022$223M437Jan 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$203M418Oct 6, 202213F-HRchanges · EDGAR ↗
Q2 2022$223M421Jul 6, 202213F-HRchanges · EDGAR ↗
Q1 2022$253M409Apr 14, 202213F-HRchanges · EDGAR ↗
Q4 2021$245M395Jan 26, 202213F-HRchanges · EDGAR ↗
Q3 2021$231M396Oct 26, 202113F-HRchanges · EDGAR ↗
Q2 2021$226M383Jul 23, 202113F-HRchanges · EDGAR ↗
Q1 2021$206M383Apr 21, 202113F-HRchanges · EDGAR ↗
Q4 2020$193M376Jan 22, 202113F-HRchanges · EDGAR ↗
Q3 2020$176M368Oct 5, 202013F-HRchanges · EDGAR ↗
Q2 2020$154M343Jul 8, 202013F-HRchanges · EDGAR ↗
Q1 2020$128M348Apr 23, 202013F-HRchanges · EDGAR ↗
Q4 2019$155M352Jan 31, 202013F-HRchanges · EDGAR ↗
Q3 2019$141M365Oct 21, 201913F-HRchanges · EDGAR ↗
Q2 2019$128M336Jul 23, 201913F-HRchanges · EDGAR ↗
Q1 2019$122M345Apr 29, 201913F-HRchanges · EDGAR ↗
Q4 2018$110M375Jan 28, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.