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Disclosery

Independent Wealth Network Inc.: XMMO position timeline

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

Independent Wealth Network Inc. held 18,843 XMMO 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 18,843 shares
    Change vs previous 13F +1,246 shares

    0.82% of the 13F portfolio, value $3,206,016.

    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 17,597 shares
    Change vs previous 13F +6,060 shares

    0.76% of the 13F portfolio, value $2,551,887.

    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 11,537 shares
    Change vs previous 13F +1,720 shares

    0.49% of the 13F portfolio, value $1,597,472.

    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 9,817 shares
    Change vs previous 13F +1,173 shares

    0.43% of the 13F portfolio, value $1,327,490.

    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 8,644 shares
    Change vs previous 13F +549 shares

    0.4% of the 13F portfolio, value $1,111,914.

    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 8,095 shares
    Change vs previous 13F +895 shares

    0.37% of the 13F portfolio, value $920,835.

    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 7,200 shares
    Change vs previous 13F +3,903 shares

    0.36% of the 13F portfolio, value $889,402.

    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 3,297 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $396,721.

    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).