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Disclosery

Independent Wealth Network Inc.: VDE position timeline

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

Independent Wealth Network Inc. held 2,542 VDE 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 2,542 shares
    Change vs previous 13F -1,070 shares

    0.1% of the 13F portfolio, value $381,647.

    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 3,612 shares
    Change vs previous 13F -184 shares

    0.19% of the 13F portfolio, value $625,016.

    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 3,796 shares
    Change vs previous 13F -37 shares

    0.15% of the 13F portfolio, value $478,019.

    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 3,833 shares
    Change vs previous 13F +687 shares

    0.16% of the 13F portfolio, value $482,373.

    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 3,146 shares
    Change vs previous 13F +132 shares

    0.14% of the 13F portfolio, value $374,788.

    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 3,014 shares
    Change vs previous 13F +193 shares

    0.16% of the 13F portfolio, value $390,998.

    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 2,821 shares
    Change vs previous 13F -137 shares

    0.14% of the 13F portfolio, value $342,191.

    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 2,958 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $362,317.

    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).