Independent Wealth Network Inc.
All 13F Filings
- Location
- Urbandale, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 393,304
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 340 | 393,304 | 13F-HR | Independent Wealth Network Inc. |
| 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):
92
(0.0% of total reported value)
· QoQ Δ:
-15
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 157.7 K | 40.2% | 13.62 K | 0 | 13.62 K |
| ETFs | 232.8 K | 59.3% | 43.2 K | 0 | 43.2 K |
| Debt | 1.959 K | 0.5% | 0 | 219 | -219 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
393,304
Holdings
340
QoQ value change ($000)
56,597
(16.8%)
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.