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Disclosery

Independent Wealth Network Inc.: IJR position timeline

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

Independent Wealth Network Inc. held 3,380 IJR 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 3,380 shares
    Change vs previous 13F +47 shares

    0.13% of the 13F portfolio, value $501,313.

    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 3,333 shares
    Change vs previous 13F -30 shares

    0.12% of the 13F portfolio, value $414,290.

    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 3,363 shares
    Change vs previous 13F -45 shares

    0.12% of the 13F portfolio, value $404,222.

    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 3,408 shares
    Change vs previous 13F +38 shares

    0.13% of the 13F portfolio, value $404,946.

    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 3,370 shares
    Change vs previous 13F -21 shares

    0.13% of the 13F portfolio, value $368,331.

    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 3,391 shares
    Change vs previous 13F -45 shares

    0.14% of the 13F portfolio, value $354,563.

    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 3,436 shares
    Change vs previous 13F -91 shares

    0.16% of the 13F portfolio, value $395,922.

    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 3,527 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $412,492.

    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).