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Disclosery

Independent Wealth Network Inc.: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Wealth Network Inc. on ACWI, newest first. How the timeline and the estimate are built.

Independent Wealth Network Inc. held 22,638 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,638 shares
    Change vs previous 13F +782 shares

    0.9% of the 13F portfolio, value $3,553,561.

    13F-HR 0001891240-26-000003 filed by Independent Wealth Network Inc.
    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 21,856 shares
    Change vs previous 13F -22,739 shares

    0.9% of the 13F portfolio, value $3,024,150.

    13F-HR 0001891240-26-000002 filed by Independent Wealth Network Inc.
    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 44,595 shares
    Change vs previous 13F +2,486 shares

    1.93% of the 13F portfolio, value $6,309,722.

    13F-HR 0001891240-26-000001 filed by Independent Wealth Network Inc.
    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 42,109 shares
    Change vs previous 13F +1,265 shares

    1.87% of the 13F portfolio, value $5,821,133.

    13F-HR 0001891240-25-000005 filed by Independent Wealth Network Inc.
    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 40,844 shares
    Change vs previous 13F +345 shares

    1.91% of the 13F portfolio, value $5,252,541.

    13F-HR 0001891240-25-000004 filed by Independent Wealth Network Inc.
    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 40,499 shares
    Change vs previous 13F +138 shares

    1.88% of the 13F portfolio, value $4,713,703.

    13F-HR 0001891240-25-000003 filed by Independent Wealth Network Inc.
    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 40,361 shares
    Change vs previous 13F +840 shares

    1.92% of the 13F portfolio, value $4,742,363.

    13F-HR 0001891240-25-000001 filed by Independent Wealth Network Inc.
    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 39,521 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $4,724,706.

    13F-HR 0001891240-24-000005 filed by Independent Wealth Network Inc.
    Filed (acceptance time not in the bulk data set), ingested

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