Skip to content
Disclosery

Independent Family Office, LLC: IWN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Family Office, LLC on IWN, newest first. How the timeline and the estimate are built.

Independent Family Office, LLC held 34,436 IWN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,436 shares
    Change vs previous 13F +33 shares

    3.06% of the 13F portfolio, value $7,617,243.

    13F-HR 0001951757-26-001227 filed by Independent Family Office, LLC
    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 34,403 shares
    Change vs previous 13F -194 shares

    2.68% of the 13F portfolio, value $6,522,465.

    13F-HR 0001951757-26-000873 filed by Independent Family Office, LLC
    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 34,597 shares
    Change vs previous 13F 0 shares

    2.62% of the 13F portfolio, value $6,269,322.

    13F-HR 0001951757-26-000462 filed by Independent Family Office, LLC
    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 34,597 shares
    Change vs previous 13F +312 shares

    2.59% of the 13F portfolio, value $6,117,096.

    13F-HR 0001951757-25-001422 filed by Independent Family Office, LLC
    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 34,285 shares
    Change vs previous 13F -700 shares

    2.51% of the 13F portfolio, value $5,408,802.

    13F-HR 0001951757-25-001072 filed by Independent Family Office, LLC
    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 34,985 shares
    Change vs previous 13F 0 shares

    2.78% of the 13F portfolio, value $5,282,035.

    13F-HR 0001951757-25-000549 filed by Independent Family Office, LLC
    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 34,985 shares
    Change vs previous 13F 0 shares

    2.98% of the 13F portfolio, value $5,743,487.

    13F-HR 0001951757-25-000227 filed by Independent Family Office, LLC
    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 34,985 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $5,836,198.

    13F-HR 0001951757-24-001205 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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