Independent Wealth Network Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationurbandale, IA
- CIK0001891240
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
236 | $246.48M | KRE, KRE, CAT, JPST | 13F-HR | Jan 17, 2025 | 000189124025000001 | ||
222 | $226.26M | CAT, KRE, JPST, KRE | 13F-HR | Oct 15, 2024 | 000189124024000005 | ||
214 | $214.87M | KRE, CAT, KRE, SPYV | 13F-HR | Jul 18, 2024 | 000189124024000004 | ||
223 | $213.41M | CAT, KRE, KRE, SPYV | RESTATEMENT | May 20, 2024 | 000189124024000003 | ||
218 | $190.11M | CAT, KRE, KRE, JPST | 13F-HR | Jan 12, 2024 | 000189124024000001 | ||
201 | $162.64M | CAT, KRE, JPST, SPYV | 13F-HR | Oct 11, 2023 | 000189124023000004 | ||
208 | $166.39M | JPST, KRE, CAT, KRE | 13F-HR | Jul 12, 2023 | 000189124023000003 | ||
200 | $156.34M | JPST, CAT, KRE, SPYV | 13F-HR | Apr 18, 2023 | 000189124023000002 | ||
198 | $146.20M | JPST, CAT, KRE, SPYV | 13F-HR | Jan 25, 2023 | 000189124023000001 | ||
176 | $128.02M | JPST, KRE, CAT, SPYV | 13F-HR | Oct 17, 2022 | 000189124022000004 | ||
186 | $138.88M | JPST, KRE, CAT, SPYV | 13F-HR | Jul 26, 2022 | 000189124022000003 | ||
201 | $157.51M | KRE, CAT, SPYV, JPST | 13F-HR | Apr 20, 2022 | 000189124022000002 | ||
220 | $162.48M | KRE, CAT, SPYV, KRE | 13F-HR | Feb 10, 2022 | 000189124022000001 | ||
207 | $152.97M | KRE, CAT, SPYV, KRE | 13F-HR | Nov 4, 2021 | 000189124021000002 |