Skip to content
Disclosery

Independent Wealth Network Inc.: XLK position timeline

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

Independent Wealth Network Inc. held 15,214 XLK 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 15,214 shares
    Change vs previous 13F +1,050 shares

    0.74% of the 13F portfolio, value $2,898,591.

    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 14,164 shares
    Change vs previous 13F +573 shares

    0.56% of the 13F portfolio, value $1,882,346.

    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 13,591 shares
    Change vs previous 13F +6,949 shares

    0.6% of the 13F portfolio, value $1,956,697.

    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 6,642 shares
    Change vs previous 13F -668 shares

    0.6% of the 13F portfolio, value $1,872,069.

    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 7,310 shares
    Change vs previous 13F +359 shares

    0.67% of the 13F portfolio, value $1,851,136.

    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 6,951 shares
    Change vs previous 13F +1,165 shares

    0.57% of the 13F portfolio, value $1,435,162.

    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 5,786 shares
    Change vs previous 13F +17 shares

    0.55% of the 13F portfolio, value $1,345,441.

    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 5,769 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,302,360.

    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).