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Disclosery

Independent Wealth Network Inc.: JCPB position timeline

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

Independent Wealth Network Inc. held 24,637 JCPB 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 24,637 shares
    Change vs previous 13F +2,159 shares

    0.29% of the 13F portfolio, value $1,156,470.

    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 22,478 shares
    Change vs previous 13F +699 shares

    0.31% of the 13F portfolio, value $1,058,282.

    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 21,779 shares
    Change vs previous 13F +2,252 shares

    0.31% of the 13F portfolio, value $1,031,242.

    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 19,527 shares
    Change vs previous 13F +4,132 shares

    0.3% of the 13F portfolio, value $928,499.

    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 15,395 shares
    Change vs previous 13F +318 shares

    0.26% of the 13F portfolio, value $724,487.

    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 15,077 shares
    Change vs previous 13F +523 shares

    0.28% of the 13F portfolio, value $709,219.

    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 14,554 shares
    Change vs previous 13F +4,919 shares

    0.27% of the 13F portfolio, value $670,481.

    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 9,635 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $464,792.

    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).