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Disclosery

Independent Wealth Network Inc.: SPYV position timeline

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

Independent Wealth Network Inc. held 88,671 SPYV 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 88,671 shares
    Change vs previous 13F -2,063 shares

    1.37% of the 13F portfolio, value $5,390,336.

    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 90,734 shares
    Change vs previous 13F -61,298 shares

    1.53% of the 13F portfolio, value $5,133,733.

    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 152,032 shares
    Change vs previous 13F +4,492 shares

    2.64% of the 13F portfolio, value $8,636,937.

    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 147,540 shares
    Change vs previous 13F +6,672 shares

    2.62% of the 13F portfolio, value $8,163,382.

    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 140,868 shares
    Change vs previous 13F +4,679 shares

    2.68% of the 13F portfolio, value $7,373,032.

    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 136,189 shares
    Change vs previous 13F +692 shares

    2.77% of the 13F portfolio, value $6,955,179.

    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 135,497 shares
    Change vs previous 13F +5,665 shares

    2.81% of the 13F portfolio, value $6,929,337.

    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 129,832 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $6,862,896.

    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).