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Disclosery

Independent Wealth Network Inc.: STIP position timeline

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

Independent Wealth Network Inc. held 25,568 STIP 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 25,568 shares
    Change vs previous 13F +771 shares

    0.66% of the 13F portfolio, value $2,612,027.

    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 24,797 shares
    Change vs previous 13F +313 shares

    0.76% of the 13F portfolio, value $2,564,754.

    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 24,484 shares
    Change vs previous 13F +1,937 shares

    0.77% of the 13F portfolio, value $2,506,917.

    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 22,547 shares
    Change vs previous 13F +336 shares

    0.75% of the 13F portfolio, value $2,330,458.

    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 22,211 shares
    Change vs previous 13F +672 shares

    0.83% of the 13F portfolio, value $2,285,734.

    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 21,539 shares
    Change vs previous 13F +2,229 shares

    0.89% of the 13F portfolio, value $2,228,640.

    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 19,310 shares
    Change vs previous 13F +3,031 shares

    0.79% of the 13F portfolio, value $1,942,586.

    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 16,279 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,649,388.

    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).