• 13F History

Independent Wealth Network Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$246M
Signature - Title
Andrew Endelman - Chief Compliance Officer
Location
Urbandale, IA
Summary
This page shows a list of all the recent 13F filings made by Independent Wealth Network Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Independent Wealth Network Inc. reported 236 stock holdings with total value $246M as of Q4 2024. Top holdings included SPYG, SPLG, CAT, JPST, and SPYV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 236 $246M +$33.1M -$12.1M +$21M SPYG, SPLG, CAT, JPST, SPYV 13F-HR 1/17/2025, 02:02 PM
Q3 2024 222 $226M +$19.3M -$19.2M +$101K CAT, SPYG, JPST, SPLG, SPYV 13F-HR 10/15/2024, 09:06 AM
Q2 2024 214 $215M +$15.5M -$13.5M +$1.99M SPYG, CAT, SPLG, SPYV, JPST 13F-HR 7/18/2024, 11:11 AM
Q1 2024 222 $213M +$19.8M -$8.99M +$10.8M CAT, SPYG, SPLG, SPYV, JPST Restatement 5/20/2024, 04:26 PM
Q4 2023 218 $190M +$20M -$4.58M +$15.4M CAT, SPYG, SPLG, JPST, SPYV 13F-HR 1/12/2024, 01:53 PM
Q3 2023 200 $163M +$9.9M -$6.53M +$3.37M CAT, SPYG, JPST, SPYV, SPLG 13F-HR 10/11/2023, 11:28 AM
Q2 2023 208 $166M +$17.6M -$10.2M +$7.4M JPST, SPYG, CAT, SPLG, SPYV 13F-HR 7/12/2023, 11:21 AM
Q1 2023 200 $156M +$10.7M -$1.25M +$9.42M JPST, CAT, SPYG, SPYV, SPLG 13F-HR 4/18/2023, 10:45 AM
Q4 2022 198 $146M +$14.1M -$3.1M +$11M JPST, CAT, SPYG, SPYV, CVX 13F-HR 1/25/2023, 04:22 PM
Q3 2022 176 $128M +$7.79M -$4.46M +$3.33M JPST, SPYG, CAT, SPYV, SPLG 13F-HR 10/17/2022, 09:47 AM
Q2 2022 186 $139M +$17.4M -$4.98M +$12.4M JPST, SPYG, CAT, SPYV, SPLG 13F-HR 7/26/2022, 10:09 AM
Q1 2022 201 $158M +$26.6M -$12M +$14.6M SPYG, CAT, SPYV, JPST, SPAB 13F-HR 4/20/2022, 12:02 PM
Q4 2021 219 $162M +$19.6M -$6.99M +$12.6M SPYG, CAT, SPYV, SPAB, SPLG 13F-HR 2/10/2022, 11:50 AM
Q3 2021 193 $152M $0 $0 SPYG, CAT, SPYV, SPAB, SPLG 13F-HR 11/4/2021, 12:34 PM