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Disclosery

Independent Wealth Network Inc.: SGOV position timeline

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

Independent Wealth Network Inc. held 14,115 SGOV 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 14,115 shares
    Change vs previous 13F +333 shares

    0.36% of the 13F portfolio, value $1,420,912.

    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 13,782 shares
    Change vs previous 13F +1,260 shares

    0.41% of the 13F portfolio, value $1,387,257.

    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 12,522 shares
    Change vs previous 13F -4,315 shares

    0.38% of the 13F portfolio, value $1,256,958.

    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 16,837 shares
    Change vs previous 13F +4,270 shares

    0.54% of the 13F portfolio, value $1,695,499.

    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 12,567 shares
    Change vs previous 13F -526 shares

    0.46% of the 13F portfolio, value $1,265,371.

    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 13,093 shares
    Change vs previous 13F -191 shares

    0.53% of the 13F portfolio, value $1,318,072.

    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 13,284 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,332,651.

    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).