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Disclosery

Independent Wealth Network Inc.: RDFI position timeline

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

Independent Wealth Network Inc. held 279,963 RDFI 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 279,963 shares
    Change vs previous 13F +14,779 shares

    1.7% of the 13F portfolio, value $6,669,064.

    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 265,184 shares
    Change vs previous 13F +50,959 shares

    1.82% of the 13F portfolio, value $6,113,267.

    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 214,225 shares
    Change vs previous 13F +25,089 shares

    1.56% of the 13F portfolio, value $5,122,114.

    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 189,136 shares
    Change vs previous 13F +38,870 shares

    1.48% of the 13F portfolio, value $4,593,160.

    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 150,266 shares
    Change vs previous 13F +21,205 shares

    1.3% of the 13F portfolio, value $3,580,427.

    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 129,061 shares
    Change vs previous 13F +29,432 shares

    1.22% of the 13F portfolio, value $3,054,233.

    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 99,629 shares
    Change vs previous 13F +14,979 shares

    0.96% of the 13F portfolio, value $2,354,732.

    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 84,650 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,136,555.

    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).