Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
J P MORGAN EXCHANGE-TRADED F | 9 | Q3 2023 | 9.9% |
SPDR SER TR | 9 | Q3 2023 | 5.2% |
CATERPILLAR INC | 9 | Q3 2023 | 4.4% |
SPDR SER TR | 9 | Q3 2023 | 3.3% |
SPDR SER TR | 9 | Q3 2023 | 3.3% |
SPDR SER TR | 9 | Q3 2023 | 3.0% |
CHEVRON CORP NEW | 9 | Q3 2023 | 3.0% |
ISHARES TR | 9 | Q3 2023 | 2.3% |
ISHARES TR | 9 | Q3 2023 | 2.4% |
APPLE INC | 9 | Q3 2023 | 2.3% |
View Independent Wealth Network Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-11 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-12 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-25 |
13F-HR | 2022-10-17 |
13F-HR | 2022-07-26 |
13F-HR | 2022-04-20 |
13F-HR | 2022-02-10 |
View Independent Wealth Network Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.