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Disclosery

Independent Wealth Network Inc.: ITA position timeline

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

Independent Wealth Network Inc. held 6,685 ITA 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 6,685 shares
    Change vs previous 13F +37 shares

    0.41% of the 13F portfolio, value $1,620,595.

    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 6,648 shares
    Change vs previous 13F -29 shares

    0.43% of the 13F portfolio, value $1,454,192.

    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 6,677 shares
    Change vs previous 13F +129 shares

    0.44% of the 13F portfolio, value $1,433,456.

    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 6,548 shares
    Change vs previous 13F -851 shares

    0.44% of the 13F portfolio, value $1,370,317.

    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 7,399 shares
    Change vs previous 13F +206 shares

    0.51% of the 13F portfolio, value $1,395,773.

    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 7,193 shares
    Change vs previous 13F +547 shares

    0.44% of the 13F portfolio, value $1,101,191.

    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 6,646 shares
    Change vs previous 13F +398 shares

    0.39% of the 13F portfolio, value $965,983.

    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 6,248 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $934,948.

    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).