13F Filings History of Independent Wealth Network Inc.

Latest 13F report
Q3 2025 - 15 Oct 2025
Value $
$311,136,103
Signature - Title
Andrew Endelman - President & 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 282 stock holdings with total value $311,136,103 as of Q3 2025. Top holdings included SPYG, CAT, SPLG, JPST, and SPYV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 282 $311,136,103 +$24,574,601 -$8,589,361 +$15,985,240 SPYG, CAT, SPLG, JPST, SPYV 13F-HR 15 Oct 2025, 15:52
Q2 2025 258 $274,856,498 +$16,014,672 -$8,114,112 +$7,900,560 SPYG, SPLG, CAT, JPST, SPYV 13F-HR 16 Jul 2025, 16:44
Q1 2025 245 $250,711,724 +$17,095,592 -$8,906,553 +$8,189,039 SPLG, SPYG, JPST, CAT, SPYV 13F-HR 02 May 2025, 16:51
Q4 2024 236 $246,475,329 +$33,112,746 -$12,134,109 +$20,978,637 SPYG, SPLG, CAT, JPST, SPYV 13F-HR 17 Jan 2025, 14:02
Q3 2024 222 $226,259,196 +$19,267,426 -$19,166,588 +$100,838 CAT, SPYG, JPST, SPLG, SPYV 13F-HR 15 Oct 2024, 09:06
Q2 2024 214 $214,869,427 +$15,492,553 -$13,499,426 +$1,993,127 SPYG, CAT, SPLG, SPYV, JPST 13F-HR 18 Jul 2024, 11:11
Q1 2024 222 $213,403,588 +$19,776,198 -$8,988,572 +$10,787,626 CAT, SPYG, SPLG, SPYV, JPST Restatement 20 May 2024, 16:26
Q4 2023 218 $190,105,372 +$20,024,911 -$4,578,596 +$15,446,315 CAT, SPYG, SPLG, JPST, SPYV 13F-HR 12 Jan 2024, 13:53
Q3 2023 201 $162,638,320 +$9,910,981 -$10,287,699 -$376,718 CAT, SPYG, JPST, SPYV, SPLG 13F-HR 11 Oct 2023, 11:28
Q2 2023 208 $166,393,956 +$17,591,296 -$12,768,965 +$4,822,331 JPST, SPYG, CAT, SPLG, SPYV 13F-HR 12 Jul 2023, 11:21
Q1 2023 200 $156,341,107 +$10,672,335 -$5,318,215 +$5,354,120 JPST, CAT, SPYG, SPYV, SPLG 13F-HR 18 Apr 2023, 10:45
Q4 2022 198 $146,200,864 +$14,064,970 -$5,098,785 +$8,966,185 JPST, CAT, SPYG, SPYV, CVX 13F-HR 25 Jan 2023, 17:22
Q3 2022 176 $128,022,000 +$7,792,389 -$11,681,003 -$3,888,614 JPST, SPYG, CAT, SPYV, SPLG 13F-HR 17 Oct 2022, 09:47
Q2 2022 186 $138,882,000 +$17,373,064 -$16,190,766 +$1,182,298 JPST, SPYG, CAT, SPYV, SPLG 13F-HR 26 Jul 2022, 10:09
Q1 2022 201 $157,509,000 +$26,561,390 -$26,006,326 +$555,064 SPYG, CAT, SPYV, JPST, SPAB 13F-HR 20 Apr 2022, 12:02
Q4 2021 209 $161,956,000 +$19,302,579 -$11,320,924 +$7,981,655 SPYG, CAT, SPYV, SPAB, SPLG 13F-HR 10 Feb 2022, 12:50
Q3 2021 194 $151,347,000 $0 $0 $0 SPYG, CAT, SPYV, SPAB, SPLG 13F-HR 04 Nov 2021, 12:34