Independent Wealth Network Inc.
All 13F Filings
- Location
- Urbandale, IA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 336,707
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 301 | 336,707 | 13F-HR | Independent Wealth Network Inc. |
| Q4 2025 | 1/26/2026 | 288 | 327,394 | 13F-HR | Independent Wealth Network Inc. |
| Q3 2025 | 10/15/2025 | 283 | 311,147 | 13F-HR | Independent Wealth Network Inc. |
| Q2 2025 | 7/16/2025 | 258 | 274,856 | 13F-HR | Independent Wealth Network Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
107
(0.0% of total reported value)
· QoQ Δ:
+106
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 144.1 K | 42.9% | 0 | 95.56 K | -95.56 K |
| ETFs | 189.6 K | 56.4% | 107.2 K | 0 | 107.2 K |
| Debt | 2.178 K | 0.6% | 0 | 32 | -32 |
| Other | 0 | 0.0% | 0 | 2.419 K | -2.419 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
336,707
Holdings
301
QoQ value change ($000)
9,313
(2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.