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Disclosery

Independent Wealth Network Inc.: QQQ position timeline

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

Independent Wealth Network Inc. held 9,896 QQQ 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 9,896 shares
    Change vs previous 13F +960 shares

    1.85% of the 13F portfolio, value $7,287,737.

    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 8,936 shares
    Change vs previous 13F +2,430 shares

    1.53% of the 13F portfolio, value $5,157,626.

    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 6,506 shares
    Change vs previous 13F +648 shares

    1.22% of the 13F portfolio, value $3,996,667.

    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 5,858 shares
    Change vs previous 13F -56 shares

    1.13% of the 13F portfolio, value $3,516,759.

    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 5,914 shares
    Change vs previous 13F +101 shares

    1.19% of the 13F portfolio, value $3,262,559.

    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 5,813 shares
    Change vs previous 13F -50 shares

    1.09% of the 13F portfolio, value $2,725,850.

    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 5,863 shares
    Change vs previous 13F +1,029 shares

    1.22% of the 13F portfolio, value $2,997,174.

    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 4,834 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,359,422.

    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).