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Independent Wealth Network Inc.: TFI position timeline

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

Independent Wealth Network Inc. held 14,222 TFI 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 14,222 shares
    Change vs previous 13F +7 shares

    0.17% of the 13F portfolio, value $651,378.

    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 14,215 shares
    Change vs previous 13F -16 shares

    0.19% of the 13F portfolio, value $644,505.

    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 14,231 shares
    Change vs previous 13F +688 shares

    0.2% of the 13F portfolio, value $650,506.

    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 13,543 shares
    Change vs previous 13F +7 shares

    0.2% of the 13F portfolio, value $617,138.

    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 13,536 shares
    Change vs previous 13F +7 shares

    0.22% of the 13F portfolio, value $604,641.

    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 13,529 shares
    Change vs previous 13F -116 shares

    0.24% of the 13F portfolio, value $609,765.

    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 13,645 shares
    Change vs previous 13F -9,179 shares

    0.25% of the 13F portfolio, value $622,493.

    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 22,824 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,068,848.

    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).