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Disclosery

Independent Wealth Network Inc.: USHY position timeline

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

Independent Wealth Network Inc. held 19,439 USHY 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 19,439 shares
    Change vs previous 13F +186 shares

    0.18% of the 13F portfolio, value $719,616.

    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 19,253 shares
    Change vs previous 13F -653 shares

    0.21% of the 13F portfolio, value $709,291.

    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 19,906 shares
    Change vs previous 13F -890 shares

    0.23% of the 13F portfolio, value $744,391.

    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 20,796 shares
    Change vs previous 13F +4,056 shares

    0.25% of the 13F portfolio, value $785,655.

    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 16,740 shares
    Change vs previous 13F -231 shares

    0.23% of the 13F portfolio, value $627,899.

    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 16,971 shares
    Change vs previous 13F +1,176 shares

    0.25% of the 13F portfolio, value $624,688.

    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 15,795 shares
    Change vs previous 13F -7,646 shares

    0.24% of the 13F portfolio, value $581,093.

    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 23,441 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $882,537.

    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).