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Disclosery

Independent Wealth Network Inc.: VUG position timeline

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

Independent Wealth Network Inc. held 39,322 VUG 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 39,322 shares
    Change vs previous 13F +33,056 shares

    0.86% of the 13F portfolio, value $3,387,185.

    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 6,266 shares
    Change vs previous 13F -262 shares

    0.81% of the 13F portfolio, value $2,736,722.

    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 6,528 shares
    Change vs previous 13F +363 shares

    0.97% of the 13F portfolio, value $3,184,625.

    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 6,165 shares
    Change vs previous 13F +138 shares

    0.95% of the 13F portfolio, value $2,956,668.

    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 6,027 shares
    Change vs previous 13F +451 shares

    0.96% of the 13F portfolio, value $2,642,431.

    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 5,576 shares
    Change vs previous 13F +65 shares

    0.82% of the 13F portfolio, value $2,067,849.

    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 5,511 shares
    Change vs previous 13F +429 shares

    0.92% of the 13F portfolio, value $2,262,099.

    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 5,082 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,950,987.

    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).