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Disclosery

Independent Wealth Network Inc.: SPYM position timeline

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

Independent Wealth Network Inc. held 196,308 SPYM 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 196,308 shares
    Change vs previous 13F -3,044 shares

    4.39% of the 13F portfolio, value $17,251,581.

    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 199,352 shares
    Change vs previous 13F +47,214 shares

    4.53% of the 13F portfolio, value $15,258,387.

    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 152,138 shares
    Change vs previous 13F +2,846 shares

    3.73% of the 13F portfolio, value $12,204,531.

    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 149,292 shares
    Change vs previous 13F +4,420 shares

    3.76% of the 13F portfolio, value $11,695,525.

    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 144,872 shares
    Change vs previous 13F +996 shares

    3.83% of the 13F portfolio, value $10,530,755.

    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 143,876 shares
    Change vs previous 13F +2,060 shares

    3.77% of the 13F portfolio, value $9,461,256.

    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 141,816 shares
    Change vs previous 13F +23,006 shares

    3.97% of the 13F portfolio, value $9,776,814.

    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 118,810 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $8,020,891.

    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).