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Disclosery

Independent Wealth Network Inc.: FTA position timeline

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

Independent Wealth Network Inc. held 6,374 FTA 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 6,374 shares
    Change vs previous 13F +1,009 shares

    0.16% of the 13F portfolio, value $616,983.

    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 5,365 shares
    Change vs previous 13F -262 shares

    0.15% of the 13F portfolio, value $495,440.

    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 5,627 shares
    Change vs previous 13F +9 shares

    0.15% of the 13F portfolio, value $484,736.

    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 5,618 shares
    Change vs previous 13F +48 shares

    0.15% of the 13F portfolio, value $468,157.

    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 5,570 shares
    Change vs previous 13F -36 shares

    0.16% of the 13F portfolio, value $438,008.

    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 5,606 shares
    Change vs previous 13F -224 shares

    0.17% of the 13F portfolio, value $430,096.

    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 5,830 shares
    Change vs previous 13F +91 shares

    0.18% of the 13F portfolio, value $445,762.

    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 5,739 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $454,127.

    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).