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Disclosery

Independent Wealth Network Inc.: DFUS position timeline

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

Independent Wealth Network Inc. held 75,206 DFUS 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 75,206 shares
    Change vs previous 13F +2,021 shares

    1.57% of the 13F portfolio, value $6,162,380.

    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 73,185 shares
    Change vs previous 13F +4,664 shares

    1.54% of the 13F portfolio, value $5,189,548.

    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 68,521 shares
    Change vs previous 13F +811 shares

    1.55% of the 13F portfolio, value $5,082,203.

    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 67,710 shares
    Change vs previous 13F -1,728 shares

    1.58% of the 13F portfolio, value $4,904,912.

    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 69,438 shares
    Change vs previous 13F +4,129 shares

    1.69% of the 13F portfolio, value $4,653,735.

    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 65,309 shares
    Change vs previous 13F +3,863 shares

    1.58% of the 13F portfolio, value $3,949,888.

    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 61,446 shares
    Change vs previous 13F +3,388 shares

    1.59% of the 13F portfolio, value $3,917,183.

    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 58,058 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $3,611,208.

    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).