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Disclosery

Independent Wealth Network Inc.: DVY position timeline

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

Independent Wealth Network Inc. held 8,271 DVY 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 8,271 shares
    Change vs previous 13F +1 shares

    0.33% of the 13F portfolio, value $1,292,712.

    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 8,270 shares
    Change vs previous 13F -23 shares

    0.37% of the 13F portfolio, value $1,252,225.

    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 8,293 shares
    Change vs previous 13F -9 shares

    0.36% of the 13F portfolio, value $1,170,507.

    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 8,302 shares
    Change vs previous 13F -51 shares

    0.38% of the 13F portfolio, value $1,179,653.

    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 8,353 shares
    Change vs previous 13F +70 shares

    0.4% of the 13F portfolio, value $1,109,372.

    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 8,283 shares
    Change vs previous 13F -6 shares

    0.44% of the 13F portfolio, value $1,112,367.

    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 8,289 shares
    Change vs previous 13F +1,222 shares

    0.44% of the 13F portfolio, value $1,088,320.

    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 7,067 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $954,577.

    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).