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Disclosery

Independent Wealth Network Inc.: MSFT position timeline

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

Independent Wealth Network Inc. held 12,347 MSFT 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 12,347 shares
    Change vs previous 13F +1,130 shares

    1.17% of the 13F portfolio, value $4,605,787.

    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 11,217 shares
    Change vs previous 13F +1,398 shares

    1.23% of the 13F portfolio, value $4,152,258.

    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 9,819 shares
    Change vs previous 13F +643 shares

    1.45% of the 13F portfolio, value $4,748,729.

    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 9,176 shares
    Change vs previous 13F -260 shares

    1.53% of the 13F portfolio, value $4,752,847.

    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 9,436 shares
    Change vs previous 13F -334 shares

    1.71% of the 13F portfolio, value $4,693,557.

    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 9,770 shares
    Change vs previous 13F -401 shares

    1.46% of the 13F portfolio, value $3,667,709.

    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 10,171 shares
    Change vs previous 13F +614 shares

    1.74% of the 13F portfolio, value $4,287,153.

    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 9,557 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $4,112,354.

    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).