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Disclosery

Independent Wealth Network Inc.: XEMD position timeline

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

Independent Wealth Network Inc. held 14,755 XEMD 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 14,755 shares
    Change vs previous 13F -2,821 shares

    0.17% of the 13F portfolio, value $662,795.

    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 17,576 shares
    Change vs previous 13F -12,666 shares

    0.23% of the 13F portfolio, value $772,465.

    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 30,242 shares
    Change vs previous 13F +20,060 shares

    0.41% of the 13F portfolio, value $1,348,188.

    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 10,182 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $445,157.

    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).