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Disclosery

Independent Wealth Network Inc.: BITO position timeline

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

Independent Wealth Network Inc. held 51,427 BITO 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 51,427 shares
    Change vs previous 13F +1,558 shares

    0.1% of the 13F portfolio, value $410,386.

    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 49,869 shares
    Change vs previous 13F +11,131 shares

    0.14% of the 13F portfolio, value $464,285.

    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 38,738 shares
    Change vs previous 13F +11,221 shares

    0.14% of the 13F portfolio, value $471,051.

    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 27,517 shares
    Change vs previous 13F +6,983 shares

    0.17% of the 13F portfolio, value $541,537.

    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 20,534 shares
    Change vs previous 13F +8,458 shares

    0.16% of the 13F portfolio, value $441,696.

    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 12,076 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $221,229.

    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).