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Disclosery

Independent Wealth Network Inc.: SPYG position timeline

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

Independent Wealth Network Inc. held 97,609 SPYG 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 97,609 shares
    Change vs previous 13F -1,201 shares

    2.95% of the 13F portfolio, value $11,614,460.

    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 98,810 shares
    Change vs previous 13F -25,440 shares

    2.87% of the 13F portfolio, value $9,674,515.

    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 124,250 shares
    Change vs previous 13F +2,820 shares

    4.05% of the 13F portfolio, value $13,257,484.

    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 121,430 shares
    Change vs previous 13F +1,386 shares

    4.08% of the 13F portfolio, value $12,690,654.

    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 120,044 shares
    Change vs previous 13F +2,469 shares

    4.16% of the 13F portfolio, value $11,442,618.

    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 117,575 shares
    Change vs previous 13F +29 shares

    3.77% of the 13F portfolio, value $9,449,526.

    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 117,546 shares
    Change vs previous 13F +336 shares

    4.19% of the 13F portfolio, value $10,332,308.

    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 117,210 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $9,721,383.

    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).