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Disclosery

Independent Wealth Network Inc.: FTRI position timeline

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

Independent Wealth Network Inc. held 13,519 FTRI 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 13,519 shares
    Change vs previous 13F -200 shares

    0.05% of the 13F portfolio, value $214,547.

    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 13,719 shares
    Change vs previous 13F +420 shares

    0.07% of the 13F portfolio, value $244,884.

    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 13,299 shares
    Change vs previous 13F -453 shares

    0.06% of the 13F portfolio, value $208,382.

    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 13,752 shares
    Change vs previous 13F -894 shares

    0.07% of the 13F portfolio, value $208,955.

    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 14,646 shares
    Change vs previous 13F -562 shares

    0.08% of the 13F portfolio, value $208,419.

    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 15,208 shares
    Change vs previous 13F -1,699 shares

    0.08% of the 13F portfolio, value $201,353.

    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 16,907 shares
    Change vs previous 13F -3,594 shares

    0.08% of the 13F portfolio, value $203,316.

    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 20,501 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $276,511.

    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).