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Disclosery

Independent Wealth Network Inc.: SPY position timeline

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

Independent Wealth Network Inc. held 2,667 SPY 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 2,667 shares
    Change vs previous 13F -116 shares

    0.51% of the 13F portfolio, value $1,991,827.

    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 2,783 shares
    Change vs previous 13F -255 shares

    0.54% of the 13F portfolio, value $1,809,875.

    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 3,038 shares
    Change vs previous 13F +198 shares

    0.63% of the 13F portfolio, value $2,071,633.

    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 2,840 shares
    Change vs previous 13F +12 shares

    0.61% of the 13F portfolio, value $1,891,895.

    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 2,828 shares
    Change vs previous 13F +210 shares

    0.64% of the 13F portfolio, value $1,747,492.

    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 2,618 shares
    Change vs previous 13F -16 shares

    0.58% of the 13F portfolio, value $1,464,702.

    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 2,634 shares
    Change vs previous 13F -19 shares

    0.63% of the 13F portfolio, value $1,543,861.

    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 2,653 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,521,913.

    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).