Skip to content
Disclosery

Independent Wealth Network Inc.: BUFR position timeline

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

Independent Wealth Network Inc. held 49,164 BUFR 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 49,164 shares
    Change vs previous 13F +1,253 shares

    0.46% of the 13F portfolio, value $1,795,961.

    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 47,911 shares
    Change vs previous 13F +1,576 shares

    0.48% of the 13F portfolio, value $1,617,954.

    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 46,335 shares
    Change vs previous 13F -17,350 shares

    0.48% of the 13F portfolio, value $1,587,437.

    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 63,685 shares
    Change vs previous 13F +6,689 shares

    0.68% of the 13F portfolio, value $2,128,353.

    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 56,996 shares
    Change vs previous 13F +3,902 shares

    0.66% of the 13F portfolio, value $1,812,473.

    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 53,094 shares
    Change vs previous 13F +11,124 shares

    0.63% of the 13F portfolio, value $1,576,361.

    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 41,970 shares
    Change vs previous 13F +8,065 shares

    0.52% of the 13F portfolio, value $1,278,826.

    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 33,905 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,013,420.

    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).