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Disclosery

Independent Wealth Network Inc.: LGLV position timeline

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

Independent Wealth Network Inc. held 6,362 LGLV 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 6,362 shares
    Change vs previous 13F -16 shares

    0.29% of the 13F portfolio, value $1,154,483.

    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 6,378 shares
    Change vs previous 13F -37 shares

    0.34% of the 13F portfolio, value $1,135,906.

    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 6,415 shares
    Change vs previous 13F -27 shares

    0.34% of the 13F portfolio, value $1,126,241.

    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 6,442 shares
    Change vs previous 13F +472 shares

    0.37% of the 13F portfolio, value $1,147,651.

    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 5,970 shares
    Change vs previous 13F -157 shares

    0.38% of the 13F portfolio, value $1,042,475.

    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 6,127 shares
    Change vs previous 13F +292 shares

    0.43% of the 13F portfolio, value $1,066,332.

    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 5,835 shares
    Change vs previous 13F -1,128 shares

    0.39% of the 13F portfolio, value $963,971.

    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 6,963 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,178,273.

    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).