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Disclosery

Independent Wealth Network Inc.: FLOT position timeline

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

Independent Wealth Network Inc. held 32,300 FLOT 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 32,300 shares
    Change vs previous 13F -10,441 shares

    0.42% of the 13F portfolio, value $1,648,897.

    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 42,741 shares
    Change vs previous 13F -721 shares

    0.65% of the 13F portfolio, value $2,177,674.

    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 43,462 shares
    Change vs previous 13F -3,053 shares

    0.68% of the 13F portfolio, value $2,210,487.

    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 46,515 shares
    Change vs previous 13F +8,691 shares

    0.76% of the 13F portfolio, value $2,376,196.

    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 37,824 shares
    Change vs previous 13F -802 shares

    0.7% of the 13F portfolio, value $1,929,805.

    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 38,626 shares
    Change vs previous 13F +16,489 shares

    0.79% of the 13F portfolio, value $1,971,881.

    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 22,137 shares
    Change vs previous 13F +466 shares

    0.46% of the 13F portfolio, value $1,126,334.

    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 21,671 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,106,099.

    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).