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Disclosery

Independent Wealth Network Inc.: FPE position timeline

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

Independent Wealth Network Inc. held 88,014 FPE 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 88,014 shares
    Change vs previous 13F +387 shares

    0.4% of the 13F portfolio, value $1,573,699.

    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 87,627 shares
    Change vs previous 13F -35,071 shares

    0.46% of the 13F portfolio, value $1,555,380.

    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 122,698 shares
    Change vs previous 13F -2,487 shares

    0.68% of the 13F portfolio, value $2,235,549.

    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 125,185 shares
    Change vs previous 13F +8,442 shares

    0.73% of the 13F portfolio, value $2,283,380.

    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 116,743 shares
    Change vs previous 13F +2,121 shares

    0.76% of the 13F portfolio, value $2,078,017.

    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 114,622 shares
    Change vs previous 13F +6,097 shares

    0.8% of the 13F portfolio, value $2,016,195.

    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 108,525 shares
    Change vs previous 13F +567 shares

    0.78% of the 13F portfolio, value $1,920,892.

    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 107,958 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,954,041.

    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).