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Disclosery

Independent Wealth Network Inc.: JRS position timeline

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

Independent Wealth Network Inc. held 22,442 JRS 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 22,442 shares
    Change vs previous 13F +120 shares

    0.05% of the 13F portfolio, value $189,185.

    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 22,322 shares
    Change vs previous 13F +715 shares

    0.05% of the 13F portfolio, value $166,521.

    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 21,607 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $165,509.

    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 21,594 shares
    Change vs previous 13F -6 shares

    0.06% of the 13F portfolio, value $176,637.

    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 21,600 shares
    Change vs previous 13F +2,947 shares

    0.06% of the 13F portfolio, value $168,046.

    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 18,653 shares
    Change vs previous 13F -1,112 shares

    0.06% of the 13F portfolio, value $153,699.

    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 19,765 shares
    Change vs previous 13F -55 shares

    0.07% of the 13F portfolio, value $170,570.

    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 19,820 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $184,323.

    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).