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Independent Wealth Network Inc.: JGH position timeline

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

Independent Wealth Network Inc. held 36,321 JGH 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 36,321 shares
    Change vs previous 13F +6,133 shares

    0.12% of the 13F portfolio, value $462,362.

    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 30,188 shares
    Change vs previous 13F +7,592 shares

    0.11% of the 13F portfolio, value $368,895.

    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 22,596 shares
    Change vs previous 13F +1,438 shares

    0.09% of the 13F portfolio, value $284,937.

    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 21,158 shares
    Change vs previous 13F +1,724 shares

    0.09% of the 13F portfolio, value $286,052.

    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 19,434 shares
    Change vs previous 13F -384 shares

    0.09% of the 13F portfolio, value $251,276.

    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 19,818 shares
    Change vs previous 13F +466 shares

    0.1% of the 13F portfolio, value $259,225.

    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 19,352 shares
    Change vs previous 13F +518 shares

    0.1% of the 13F portfolio, value $248,476.

    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 18,834 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $251,993.

    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).