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Disclosery

Independent Wealth Network Inc.: YYY position timeline

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

Independent Wealth Network Inc. held 187,920 YYY 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 187,920 shares
    Change vs previous 13F +5,703 shares

    0.55% of the 13F portfolio, value $2,166,718.

    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 182,217 shares
    Change vs previous 13F +3,272 shares

    0.6% of the 13F portfolio, value $2,009,852.

    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 178,945 shares
    Change vs previous 13F -1,012 shares

    0.63% of the 13F portfolio, value $2,059,657.

    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 179,957 shares
    Change vs previous 13F +16,034 shares

    0.68% of the 13F portfolio, value $2,125,288.

    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 163,923 shares
    Change vs previous 13F +4,759 shares

    0.7% of the 13F portfolio, value $1,919,533.

    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 159,164 shares
    Change vs previous 13F +14,599 shares

    0.72% of the 13F portfolio, value $1,816,058.

    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 144,565 shares
    Change vs previous 13F +2,693 shares

    0.68% of the 13F portfolio, value $1,665,384.

    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 141,872 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,749,277.

    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).