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Disclosery

Independent Wealth Network Inc.: YMAX position timeline

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

Independent Wealth Network Inc. held 18,929 YMAX 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 18,929 shares
    Change vs previous 13F +2,461 shares

    0.04% of the 13F portfolio, value $152,949.

    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 16,468 shares
    Change vs previous 13F +2,157 shares

    0.04% of the 13F portfolio, value $128,943.

    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 14,311 shares
    Change vs previous 13F +1,668 shares

    0.04% of the 13F portfolio, value $142,826.

    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 12,643 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $161,961.

    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).