Independent Wealth Network Inc.: JEPQ position timeline

Independent Wealth Network Inc. held 12,217 JEPQ 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 12,217 shares

   Change vs previous 13F +719 shares

   0.19% of the 13F portfolio, value $750,883.

   13F-HR 0001891240-26-000003 filed by Independent Wealth Network Inc.
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 11,498 shares

   Change vs previous 13F +3,458 shares

   0.19% of the 13F portfolio, value $638,392.

   13F-HR 0001891240-26-000002 filed by Independent Wealth Network Inc.
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,040 shares

   Change vs previous 13F -484 shares

   0.14% of the 13F portfolio, value $467,271.

   13F-HR 0001891240-26-000001 filed by Independent Wealth Network Inc.
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 8,524 shares

   Change vs previous 13F +4,116 shares

   0.16% of the 13F portfolio, value $490,305.

   13F-HR 0001891240-25-000005 filed by Independent Wealth Network Inc.
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,408 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $239,815.

   13F-HR 0001891240-25-000004 filed by Independent Wealth Network Inc.
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).