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Disclosery

Independent Wealth Network Inc.: SDVY position timeline

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

Independent Wealth Network Inc. held 19,642 SDVY 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 19,642 shares
    Change vs previous 13F +1,344 shares

    0.22% of the 13F portfolio, value $847,356.

    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 18,298 shares
    Change vs previous 13F +301 shares

    0.21% of the 13F portfolio, value $721,490.

    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 17,997 shares
    Change vs previous 13F -2,276 shares

    0.21% of the 13F portfolio, value $689,641.

    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 20,273 shares
    Change vs previous 13F +423 shares

    0.25% of the 13F portfolio, value $770,756.

    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 19,850 shares
    Change vs previous 13F -567 shares

    0.25% of the 13F portfolio, value $700,319.

    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 20,417 shares
    Change vs previous 13F -2,066 shares

    0.27% of the 13F portfolio, value $683,985.

    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 22,483 shares
    Change vs previous 13F +5,519 shares

    0.33% of the 13F portfolio, value $806,015.

    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 16,964 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $617,144.

    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).