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Disclosery

Independent Wealth Network Inc.: CGUS position timeline

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

Independent Wealth Network Inc. held 38,019 CGUS 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 38,019 shares
    Change vs previous 13F +746 shares

    0.43% of the 13F portfolio, value $1,691,085.

    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 37,273 shares
    Change vs previous 13F +1,797 shares

    0.43% of the 13F portfolio, value $1,432,029.

    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 35,476 shares
    Change vs previous 13F -805 shares

    0.44% of the 13F portfolio, value $1,427,199.

    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 36,281 shares
    Change vs previous 13F +2,562 shares

    0.46% of the 13F portfolio, value $1,434,551.

    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 33,719 shares
    Change vs previous 13F +1,475 shares

    0.45% of the 13F portfolio, value $1,245,243.

    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 32,244 shares
    Change vs previous 13F +4,411 shares

    0.43% of the 13F portfolio, value $1,076,950.

    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 27,833 shares
    Change vs previous 13F +7,244 shares

    0.39% of the 13F portfolio, value $973,320.

    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 20,589 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $705,791.

    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).