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Disclosery

Independent Wealth Network Inc.: XLE position timeline

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

Independent Wealth Network Inc. held 54,130 XLE 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 54,130 shares
    Change vs previous 13F +8,967 shares

    0.73% of the 13F portfolio, value $2,874,821.

    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 45,163 shares
    Change vs previous 13F +17,834 shares

    0.82% of the 13F portfolio, value $2,766,709.

    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 27,329 shares
    Change vs previous 13F +13,712 shares

    0.37% of the 13F portfolio, value $1,221,876.

    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 13,617 shares
    Change vs previous 13F +158 shares

    0.39% of the 13F portfolio, value $1,216,538.

    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 13,459 shares
    Change vs previous 13F +663 shares

    0.42% of the 13F portfolio, value $1,141,486.

    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 12,796 shares
    Change vs previous 13F +2,355 shares

    0.48% of the 13F portfolio, value $1,195,789.

    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 10,441 shares
    Change vs previous 13F +917 shares

    0.36% of the 13F portfolio, value $894,364.

    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 9,524 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $836,174.

    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).