Independent Bank Corporation
US ˙ NasdaqGS ˙ US4538386099

SecurityIBCP / Independent Bank Corporation
InstitutionCreative Planning
Latest Disclosed Ownership25,733 shares
Latest Disclosed Value $ 856,904
Creative Planning reports 4.67% decrease in ownership of IBCP / Independent Bank Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 25,733 shares of Independent Bank Corporation (US:IBCP) valued at $856,909 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 26,994 shares of Independent Bank Corporation. This represents a change in shares of -4.67% during the quarter. The current value of the position is $854,078 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F INDEPENDENT BK CORP MICH COM NEW 453838609 25,733 -1,261 -4.67 857 -2.51 0.0006
2026-02-17 2025-12-31 13F INDEPENDENT BK CORP MICH COM NEW 453838609 26,994 -1,170 -4.15 878 0.69 0.0006
2025-11-14 2025-09-30 13F INDEPENDENT BK CORP MICH COM NEW 453838609 28,164 846 3.10 872 -1.47 0.0007
2025-08-08 2025-06-30 13F INDEPENDENT BK CORP MICH COM NEW 453838609 27,318 1,010 3.84 885 9.26 0.0008
2025-05-15 2025-03-31 13F INDEPENDENT BK CORP MICH COM NEW 453838609 26,308 -11,787 -30.94 810 -38.91 0.0008
2025-02-14 2024-12-31 13F INDEPENDENT BK CORP MICH COM NEW 453838609 38,095 8,789 29.99 1,327 35.72 0.0013
2024-10-11 2024-09-30 13F INDEPENDENT BK CORP MICH COM NEW 453838609 29,306 -13,868 -32.12 977 -16.14 0.0010
2024-08-15 2024-06-30 13F INDEPENDENT BK CORP MICH COM NEW 453838609 43,174 2,209 5.39 1,166 12.24 0.0012
2024-05-13 2024-03-31 13F INDEPENDENT BK CORP MICH COM NEW 453838609 40,965 11,519 39.12 1,038 35.51 0.0012
2024-02-14 2023-12-31 13F INDEPENDENT BK CORP MICH COM NEW 453838609 29,446 1,810 6.55 766 51.38 0.0014
2023-11-16 2023-09-30 13F INDEPENDENT BK CORP MICH COM NEW 453838609 27,636 236 0.86 507 9.05 0.0007
2023-07-21 2023-06-30 13F INDEPENDENT BK CORP MICH COM NEW 453838609 27,400 -661 -2.36 465 -6.83 0.0006
2023-05-15 2023-03-31 13F INDEPENDENT BK CORP MICH COM NEW 453838609 28,061 312 1.12 499 -24.89 0.0007
2023-02-10 2022-12-31 13F INDEPENDENT BK CORP MICH COM NEW 453838609 27,749 742 2.75 664 28.49 0.0010
2022-11-03 2022-09-30 13F INDEPENDENT BK CORP MICH COM NEW 453838609 27,007 0 0.00 516 -0.96 0.0009
2022-08-15 2022-06-30 13F INDEPENDENT BK CORP MICH COM NEW 453838609 27,007 2,007 8.03 521 -5.27 0.0009
2022-05-16 2022-03-31 13F INDEPENDENT BK CORP MICH COM NEW 453838609 25,000 -2,000 -7.41 550 -14.60 0.0009
2022-02-11 2021-12-31 13F INDEPENDENT BK CORP MICH COM NEW 453838609 27,000 0 0.00 644 11.03 0.0010
2021-11-10 2021-09-30 13F INDEPENDENT BK CORP MICH COM NEW 453838609 27,000 0 0.00 580 -1.02 0.0010
2021-08-04 2021-06-30 13F INDEPENDENT BK CORP MICH COM NEW 453838609 27,000 0 0.00 586 -8.15 0.0010
2021-04-30 2021-03-31 13F CreativePlanning COM NEW 453838609 27,000 -3,000 -10.00 638 15.16 0.0013
2021-01-29 2020-12-31 13F INDEPENDENT BK CORP MICH COM NEW 453838609 30,000 -3,000 -9.09 554 33.49 0.0012
2020-11-05 2020-09-30 13F INDEPENDENT BK CORP MICH COM NEW 453838609 33,000 0 0.00 415 -15.31 0.0011
2020-07-23 2020-06-30 13F INDEPENDENT BK CORP MICH COM NEW 453838609 33,000 -5,000 -13.16 490 0.20 0.0014
2020-05-05 2020-03-31 13F INDEPENDENT BANK CORP MICH COM NEW 453838609 38,000 0 0.00 489 -43.21 0.0017
2020-01-30 2019-12-31 13F INDEPENDENT BANK CORP MICH COM NEW 453838609 38,000 0 0.00 861 6.30 0.0026
2019-11-01 2019-09-30 13F INDEPENDENT BANK CORP MICH COM NEW 453838609 38,000 37,940 63,233.33 810 80,900.00 0.0026
2017-01-09 2016-12-31 13F INDEPENDENT BANK CORP MICH COM NEW 453838609 60 0 0.00 1 0.00 0.0000
2016-10-12 2016-09-30 13F INDEPENDENT BANK CORP MICH COM NEW 453838609 60 60 1 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.