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Disclosery

Independent Wealth Network Inc.: SPYD position timeline

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

Independent Wealth Network Inc. held 72,228 SPYD 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 72,228 shares
    Change vs previous 13F +7,583 shares

    0.88% of the 13F portfolio, value $3,446,017.

    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 64,645 shares
    Change vs previous 13F -30,939 shares

    0.87% of the 13F portfolio, value $2,942,628.

    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 95,584 shares
    Change vs previous 13F +7,097 shares

    1.26% of the 13F portfolio, value $4,134,029.

    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 88,487 shares
    Change vs previous 13F +1,311 shares

    1.25% of the 13F portfolio, value $3,893,436.

    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 87,176 shares
    Change vs previous 13F +2,041 shares

    1.35% of the 13F portfolio, value $3,699,755.

    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 85,135 shares
    Change vs previous 13F +2,132 shares

    1.5% of the 13F portfolio, value $3,768,097.

    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 83,003 shares
    Change vs previous 13F +2,998 shares

    1.46% of the 13F portfolio, value $3,589,063.

    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 80,005 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $3,652,234.

    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).