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Disclosery

Independent Wealth Network Inc.: VIG position timeline

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

Independent Wealth Network Inc. held 5,040 VIG 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 5,040 shares
    Change vs previous 13F +71 shares

    0.3% of the 13F portfolio, value $1,192,682.

    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 4,969 shares
    Change vs previous 13F +135 shares

    0.32% of the 13F portfolio, value $1,068,705.

    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 4,834 shares
    Change vs previous 13F -125 shares

    0.32% of the 13F portfolio, value $1,062,409.

    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 4,959 shares
    Change vs previous 13F +13 shares

    0.34% of the 13F portfolio, value $1,070,098.

    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 4,946 shares
    Change vs previous 13F +40 shares

    0.37% of the 13F portfolio, value $1,012,337.

    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 4,906 shares
    Change vs previous 13F -120 shares

    0.38% of the 13F portfolio, value $951,805.

    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 5,026 shares
    Change vs previous 13F -50 shares

    0.4% of the 13F portfolio, value $984,303.

    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 5,076 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,005,419.

    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).