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Disclosery

Independent Wealth Network Inc.: CAT position timeline

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

Independent Wealth Network Inc. held 26,505 CAT 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 26,505 shares
    Change vs previous 13F +387 shares

    7.18% of the 13F portfolio, value $28,225,297.

    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 26,118 shares
    Change vs previous 13F +20 shares

    5.5% of the 13F portfolio, value $18,503,350.

    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 26,098 shares
    Change vs previous 13F -433 shares

    4.57% of the 13F portfolio, value $14,950,695.

    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 26,531 shares
    Change vs previous 13F +28 shares

    4.07% of the 13F portfolio, value $12,659,493.

    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 26,503 shares
    Change vs previous 13F -43 shares

    3.74% of the 13F portfolio, value $10,288,577.

    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 26,546 shares
    Change vs previous 13F -61 shares

    3.49% of the 13F portfolio, value $8,754,864.

    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 26,607 shares
    Change vs previous 13F -12 shares

    3.92% of the 13F portfolio, value $9,651,899.

    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 26,619 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $10,411,152.

    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).