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Disclosery

Independent Wealth Network Inc.: JPST position timeline

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

Independent Wealth Network Inc. held 242,635 JPST 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 242,635 shares
    Change vs previous 13F -7,282 shares

    3.12% of the 13F portfolio, value $12,270,068.

    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 249,917 shares
    Change vs previous 13F +51,511 shares

    3.76% of the 13F portfolio, value $12,648,282.

    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 198,406 shares
    Change vs previous 13F +2,129 shares

    3.07% of the 13F portfolio, value $10,037,336.

    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 196,277 shares
    Change vs previous 13F +31,273 shares

    3.2% of the 13F portfolio, value $9,957,144.

    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 165,004 shares
    Change vs previous 13F -18,079 shares

    3.04% of the 13F portfolio, value $8,362,416.

    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 183,083 shares
    Change vs previous 13F -2,170 shares

    3.7% of the 13F portfolio, value $9,269,510.

    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 185,253 shares
    Change vs previous 13F +7,991 shares

    3.79% of the 13F portfolio, value $9,331,175.

    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 177,262 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $8,994,298.

    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).