Independent Wealth Network Inc.: BGS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Wealth Network Inc. on BGS, newest first. How the timeline and the estimate are built.
Independent Wealth Network Inc. held 64,736 BGS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 64,736 sharesChange vs previous 13F +16,677 shares
0.07% of the 13F portfolio, value $257,651.
13F-HR 0001891240-26-000003 filed by Independent Wealth Network Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 48,059 sharesChange vs previous 13F +12,567 shares
0.07% of the 13F portfolio, value $231,164.
13F-HR 0001891240-26-000002 filed by Independent Wealth Network Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 35,492 sharesChange vs previous 13F -1,471 shares
0.05% of the 13F portfolio, value $152,617.
13F-HR 0001891240-26-000001 filed by Independent Wealth Network Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 36,963 sharesChange vs previous 13F +15,588 shares
0.05% of the 13F portfolio, value $163,747.
13F-HR 0001891240-25-000005 filed by Independent Wealth Network Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,375 sharesChange vs previous 13F +5,461 shares
0.03% of the 13F portfolio, value $90,418.
13F-HR 0001891240-25-000004 filed by Independent Wealth Network Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,914 sharesChange vs previous 13F +4,696 shares
0.04% of the 13F portfolio, value $109,328.
13F-HR 0001891240-25-000003 filed by Independent Wealth Network Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,218 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $77,292.
13F-HR 0001891240-25-000001 filed by Independent Wealth Network Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).