$153 Million is the total value of Independent Wealth Network Inc.'s 212 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE-TRADED F | 12 | Q2 2024 | 9.9% |
| SPDR SER TR | 12 | Q2 2024 | 5.2% |
| CATERPILLAR INC | 12 | Q2 2024 | 4.6% |
| SPDR SER TR | 12 | Q2 2024 | 3.3% |
| SPDR SER TR | 12 | Q2 2024 | 3.8% |
| SPDR SER TR | 12 | Q2 2024 | 3.0% |
| CHEVRON CORP NEW | 12 | Q2 2024 | 3.0% |
| ISHARES TR | 12 | Q2 2024 | 2.3% |
| ISHARES TR | 12 | Q2 2024 | 2.4% |
| APPLE INC | 12 | Q2 2024 | 2.3% |
View Independent Wealth Network Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-18 |
| 13F-HR/A | 2024-05-20 |
| 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 |
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.