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Disclosery

Independent Wealth Network Inc.: BUXX position timeline

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

Independent Wealth Network Inc. held 23,501 BUXX 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 23,501 shares
    Change vs previous 13F -7,070 shares

    0.12% of the 13F portfolio, value $475,660.

    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 30,571 shares
    Change vs previous 13F +7,041 shares

    0.18% of the 13F portfolio, value $618,910.

    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 23,530 shares
    Change vs previous 13F +2,069 shares

    0.15% of the 13F portfolio, value $476,247.

    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 21,461 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $435,229.

    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).