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Disclosery

Independent Wealth Network Inc.: VYM position timeline

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

Independent Wealth Network Inc. held 18,717 VYM 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 18,717 shares
    Change vs previous 13F -243 shares

    0.75% of the 13F portfolio, value $2,957,846.

    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 18,960 shares
    Change vs previous 13F +89 shares

    0.83% of the 13F portfolio, value $2,808,025.

    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 18,871 shares
    Change vs previous 13F -126 shares

    0.83% of the 13F portfolio, value $2,708,406.

    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 18,997 shares
    Change vs previous 13F +545 shares

    0.86% of the 13F portfolio, value $2,677,643.

    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 18,452 shares
    Change vs previous 13F -204 shares

    0.89% of the 13F portfolio, value $2,459,841.

    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 18,656 shares
    Change vs previous 13F +520 shares

    0.96% of the 13F portfolio, value $2,405,886.

    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 18,136 shares
    Change vs previous 13F +209 shares

    0.94% of the 13F portfolio, value $2,313,997.

    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 17,927 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,298,293.

    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).