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Independent Wealth Network Inc.: LAC position timeline

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

Independent Wealth Network Inc. held 137,215 LAC 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 137,215 shares
    Change vs previous 13F -39,855 shares

    0.13% of the 13F portfolio, value $528,278.

    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 177,070 shares
    Change vs previous 13F +27,604 shares

    0.21% of the 13F portfolio, value $699,427.

    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 149,466 shares
    Change vs previous 13F -16,319 shares

    0.2% of the 13F portfolio, value $651,672.

    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 165,785 shares
    Change vs previous 13F -73,470 shares

    0.3% of the 13F portfolio, value $946,632.

    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 239,255 shares
    Change vs previous 13F +7,823 shares

    0.23% of the 13F portfolio, value $641,203.

    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 231,432 shares
    Change vs previous 13F +14,459 shares

    0.25% of the 13F portfolio, value $627,181.

    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 216,973 shares
    Change vs previous 13F +123,993 shares

    0.26% of the 13F portfolio, value $644,410.

    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 92,980 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $251,046.

    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).