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Disclosery

Independent Wealth Network Inc.: PSFF position timeline

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

Independent Wealth Network Inc. held 68,887 PSFF 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 68,887 shares
    Change vs previous 13F -224 shares

    0.6% of the 13F portfolio, value $2,363,513.

    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 69,111 shares
    Change vs previous 13F -2,529 shares

    0.66% of the 13F portfolio, value $2,214,621.

    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 71,640 shares
    Change vs previous 13F -563 shares

    0.71% of the 13F portfolio, value $2,316,121.

    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 72,203 shares
    Change vs previous 13F -6,176 shares

    0.73% of the 13F portfolio, value $2,281,268.

    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 78,379 shares
    Change vs previous 13F -2,448 shares

    0.87% of the 13F portfolio, value $2,388,992.

    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 80,827 shares
    Change vs previous 13F -3,603 shares

    0.92% of the 13F portfolio, value $2,307,611.

    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 84,430 shares
    Change vs previous 13F +7,305 shares

    1% of the 13F portfolio, value $2,472,955.

    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 77,125 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,216,573.

    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).