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Disclosery

Independent Wealth Network Inc.: SHY position timeline

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

Independent Wealth Network Inc. held 16,400 SHY 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 16,400 shares
    Change vs previous 13F +603 shares

    0.34% of the 13F portfolio, value $1,346,590.

    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 15,797 shares
    Change vs previous 13F +251 shares

    0.39% of the 13F portfolio, value $1,304,350.

    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 15,546 shares
    Change vs previous 13F -66 shares

    0.39% of the 13F portfolio, value $1,287,556.

    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 15,612 shares
    Change vs previous 13F +1,663 shares

    0.42% of the 13F portfolio, value $1,295,143.

    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 13,949 shares
    Change vs previous 13F -366 shares

    0.42% of the 13F portfolio, value $1,155,780.

    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 14,315 shares
    Change vs previous 13F -619 shares

    0.47% of the 13F portfolio, value $1,184,296.

    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 14,934 shares
    Change vs previous 13F -6,592 shares

    0.5% of the 13F portfolio, value $1,224,307.

    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 21,526 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,789,902.

    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).