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Disclosery

Independent Wealth Network Inc.: WINN position timeline

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

Independent Wealth Network Inc. held 25,194 WINN 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 25,194 shares
    Change vs previous 13F -1,720 shares

    0.21% of the 13F portfolio, value $818,064.

    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 26,914 shares
    Change vs previous 13F -5,774 shares

    0.22% of the 13F portfolio, value $746,264.

    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 32,688 shares
    Change vs previous 13F +2,785 shares

    0.31% of the 13F portfolio, value $1,016,737.

    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 29,903 shares
    Change vs previous 13F +6,611 shares

    0.3% of the 13F portfolio, value $931,772.

    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 23,292 shares
    Change vs previous 13F +3,935 shares

    0.25% of the 13F portfolio, value $678,368.

    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 19,357 shares
    Change vs previous 13F +11,724 shares

    0.19% of the 13F portfolio, value $474,258.

    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 7,633 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $207,694.

    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).