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Disclosery

Independent Wealth Network Inc.: SPEM position timeline

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

Independent Wealth Network Inc. held 29,970 SPEM 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 29,970 shares
    Change vs previous 13F +1,434 shares

    0.39% of the 13F portfolio, value $1,551,872.

    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 28,536 shares
    Change vs previous 13F +9,390 shares

    0.4% of the 13F portfolio, value $1,338,619.

    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 19,146 shares
    Change vs previous 13F +1,452 shares

    0.27% of the 13F portfolio, value $896,219.

    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 17,694 shares
    Change vs previous 13F +1,456 shares

    0.27% of the 13F portfolio, value $828,258.

    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 16,238 shares
    Change vs previous 13F +14 shares

    0.25% of the 13F portfolio, value $694,031.

    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 16,224 shares
    Change vs previous 13F +828 shares

    0.25% of the 13F portfolio, value $638,721.

    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 15,396 shares
    Change vs previous 13F +2,020 shares

    0.24% of the 13F portfolio, value $590,757.

    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 13,376 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $552,161.

    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).