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Disclosery

Independent Wealth Network Inc.: ILTB position timeline

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

Independent Wealth Network Inc. held 47,187 ILTB 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 47,187 shares
    Change vs previous 13F +329 shares

    0.59% of the 13F portfolio, value $2,324,005.

    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 46,858 shares
    Change vs previous 13F -77,250 shares

    0.68% of the 13F portfolio, value $2,295,102.

    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 124,108 shares
    Change vs previous 13F +10,458 shares

    1.88% of the 13F portfolio, value $6,168,071.

    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 113,650 shares
    Change vs previous 13F +6,798 shares

    1.84% of the 13F portfolio, value $5,738,189.

    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 106,852 shares
    Change vs previous 13F +3,595 shares

    1.92% of the 13F portfolio, value $5,280,621.

    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 103,257 shares
    Change vs previous 13F +8,171 shares

    2.06% of the 13F portfolio, value $5,162,860.

    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 95,086 shares
    Change vs previous 13F +27,643 shares

    1.88% of the 13F portfolio, value $4,625,917.

    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 67,443 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $3,592,681.

    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).