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Disclosery

Independent Wealth Network Inc.: AGG position timeline

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

Independent Wealth Network Inc. held 17,661 AGG 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 17,661 shares
    Change vs previous 13F +5,003 shares

    0.44% of the 13F portfolio, value $1,748,126.

    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 12,658 shares
    Change vs previous 13F +3,168 shares

    0.37% of the 13F portfolio, value $1,256,588.

    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 9,490 shares
    Change vs previous 13F +2,155 shares

    0.29% of the 13F portfolio, value $947,888.

    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 7,335 shares
    Change vs previous 13F +888 shares

    0.24% of the 13F portfolio, value $735,310.

    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 6,447 shares
    Change vs previous 13F +279 shares

    0.23% of the 13F portfolio, value $639,527.

    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 6,168 shares
    Change vs previous 13F +2,234 shares

    0.24% of the 13F portfolio, value $610,101.

    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 3,934 shares
    Change vs previous 13F -2,050 shares

    0.15% of the 13F portfolio, value $381,218.

    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 5,984 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $606,049.

    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).