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Disclosery

Independent Wealth Network Inc.: USRT position timeline

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

Independent Wealth Network Inc. held 15,431 USRT 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 15,431 shares
    Change vs previous 13F +524 shares

    0.26% of the 13F portfolio, value $1,025,367.

    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 14,907 shares
    Change vs previous 13F -35,248 shares

    0.26% of the 13F portfolio, value $882,326.

    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 50,155 shares
    Change vs previous 13F +2,284 shares

    0.87% of the 13F portfolio, value $2,856,844.

    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 47,871 shares
    Change vs previous 13F +3,645 shares

    0.9% of the 13F portfolio, value $2,810,982.

    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 44,226 shares
    Change vs previous 13F +818 shares

    0.91% of the 13F portfolio, value $2,501,412.

    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 43,408 shares
    Change vs previous 13F +969 shares

    1% of the 13F portfolio, value $2,500,300.

    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 42,439 shares
    Change vs previous 13F +705 shares

    0.99% of the 13F portfolio, value $2,432,203.

    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 41,734 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,569,548.

    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).