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Disclosery

Independent Wealth Network Inc.: IDEV position timeline

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

Independent Wealth Network Inc. held 15,114 IDEV 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 15,114 shares
    Change vs previous 13F +2,602 shares

    0.34% of the 13F portfolio, value $1,345,297.

    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 12,512 shares
    Change vs previous 13F +1,314 shares

    0.31% of the 13F portfolio, value $1,045,628.

    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 11,198 shares
    Change vs previous 13F +1,587 shares

    0.28% of the 13F portfolio, value $923,611.

    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 9,611 shares
    Change vs previous 13F +271 shares

    0.25% of the 13F portfolio, value $770,514.

    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 9,340 shares
    Change vs previous 13F +3,245 shares

    0.26% of the 13F portfolio, value $710,214.

    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 6,095 shares
    Change vs previous 13F +1,944 shares

    0.17% of the 13F portfolio, value $419,885.

    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 4,151 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $267,615.

    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).