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Independent Wealth Network Inc.: XAWFX position timeline

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

Independent Wealth Network Inc. held 152,398 XAWFX 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 152,398 shares
    Change vs previous 13F +5,007 shares

    0.4% of the 13F portfolio, value $1,569,697.

    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 147,391 shares
    Change vs previous 13F -639 shares

    0.45% of the 13F portfolio, value $1,498,967.

    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 148,030 shares
    Change vs previous 13F +398 shares

    0.48% of the 13F portfolio, value $1,582,438.

    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 147,632 shares
    Change vs previous 13F +13,174 shares

    0.53% of the 13F portfolio, value $1,654,955.

    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 134,458 shares
    Change vs previous 13F +576 shares

    0.54% of the 13F portfolio, value $1,483,071.

    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 133,882 shares
    Change vs previous 13F +12,132 shares

    0.57% of the 13F portfolio, value $1,436,551.

    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 121,750 shares
    Change vs previous 13F -713 shares

    0.53% of the 13F portfolio, value $1,306,379.

    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 122,463 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,388,730.

    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).