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Disclosery

Independent Wealth Network Inc.: FV position timeline

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

Independent Wealth Network Inc. held 4,972 FV 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 4,972 shares
    Change vs previous 13F +86 shares

    0.1% of the 13F portfolio, value $377,275.

    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 4,886 shares
    Change vs previous 13F -7 shares

    0.09% of the 13F portfolio, value $295,298.

    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 4,893 shares
    Change vs previous 13F -213 shares

    0.09% of the 13F portfolio, value $307,866.

    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 5,106 shares
    Change vs previous 13F +24 shares

    0.1% of the 13F portfolio, value $316,164.

    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 5,082 shares
    Change vs previous 13F +759 shares

    0.11% of the 13F portfolio, value $301,159.

    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 4,323 shares
    Change vs previous 13F -229 shares

    0.09% of the 13F portfolio, value $237,160.

    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 4,552 shares
    Change vs previous 13F -209 shares

    0.11% of the 13F portfolio, value $268,841.

    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 4,761 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $277,423.

    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).