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Disclosery

Independent Wealth Network Inc.: JEPI position timeline

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

Independent Wealth Network Inc. held 60,810 JEPI 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 60,810 shares
    Change vs previous 13F +3,243 shares

    0.87% of the 13F portfolio, value $3,434,529.

    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 57,567 shares
    Change vs previous 13F +15,104 shares

    0.97% of the 13F portfolio, value $3,262,891.

    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 42,463 shares
    Change vs previous 13F -92 shares

    0.74% of the 13F portfolio, value $2,430,581.

    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 42,555 shares
    Change vs previous 13F +2,186 shares

    0.78% of the 13F portfolio, value $2,429,907.

    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 40,369 shares
    Change vs previous 13F +1,208 shares

    0.83% of the 13F portfolio, value $2,295,002.

    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 39,161 shares
    Change vs previous 13F +2,859 shares

    0.89% of the 13F portfolio, value $2,237,639.

    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 36,302 shares
    Change vs previous 13F +5,248 shares

    0.85% of the 13F portfolio, value $2,088,459.

    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 31,054 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,848,024.

    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).