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Disclosery

Independent Wealth Network Inc.: QYLD position timeline

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

Independent Wealth Network Inc. held 107,004 QYLD 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 107,004 shares
    Change vs previous 13F -7,052 shares

    0.5% of the 13F portfolio, value $1,972,085.

    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 114,056 shares
    Change vs previous 13F +831 shares

    0.58% of the 13F portfolio, value $1,956,059.

    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 113,225 shares
    Change vs previous 13F +5,622 shares

    0.61% of the 13F portfolio, value $2,000,694.

    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 107,603 shares
    Change vs previous 13F +4,334 shares

    0.59% of the 13F portfolio, value $1,830,324.

    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 103,269 shares
    Change vs previous 13F +27,502 shares

    0.63% of the 13F portfolio, value $1,726,659.

    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 75,767 shares
    Change vs previous 13F +8,321 shares

    0.5% of the 13F portfolio, value $1,259,997.

    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 67,446 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,228,874.

    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).