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Disclosery

Independent Wealth Network Inc.: IAU position timeline

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

Independent Wealth Network Inc. held 15,606 IAU 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 15,606 shares
    Change vs previous 13F -376 shares

    0.3% of the 13F portfolio, value $1,178,375.

    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 15,982 shares
    Change vs previous 13F -1,225 shares

    0.42% of the 13F portfolio, value $1,408,934.

    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 17,207 shares
    Change vs previous 13F -1,041 shares

    0.43% of the 13F portfolio, value $1,396,656.

    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 18,248 shares
    Change vs previous 13F +2,250 shares

    0.43% of the 13F portfolio, value $1,327,875.

    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 15,998 shares
    Change vs previous 13F +761 shares

    0.36% of the 13F portfolio, value $997,608.

    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 15,237 shares
    Change vs previous 13F +2,849 shares

    0.36% of the 13F portfolio, value $898,399.

    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 12,388 shares
    Change vs previous 13F -3,176 shares

    0.25% of the 13F portfolio, value $613,351.

    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 15,564 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $773,552.

    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).