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Disclosery

Independent Wealth Network Inc.: CGBL position timeline

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

Independent Wealth Network Inc. held 32,630 CGBL 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 32,630 shares
    Change vs previous 13F -1,549 shares

    0.32% of the 13F portfolio, value $1,238,635.

    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 34,179 shares
    Change vs previous 13F +6,114 shares

    0.35% of the 13F portfolio, value $1,176,099.

    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 28,065 shares
    Change vs previous 13F -533 shares

    0.3% of the 13F portfolio, value $991,536.

    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 28,598 shares
    Change vs previous 13F +3,592 shares

    0.32% of the 13F portfolio, value $992,923.

    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 25,006 shares
    Change vs previous 13F +3,847 shares

    0.3% of the 13F portfolio, value $836,201.

    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 21,159 shares
    Change vs previous 13F +5,888 shares

    0.26% of the 13F portfolio, value $655,506.

    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 15,271 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $477,524.

    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).