13F Filings History of Independent Wealth Network Inc.

Latest 13F report
Q3 2025 - Oct 15, 2025
Value $
$311M
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 $311M 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 Date Filed
Q3 2025 282 $311M +$24.6M -$8.59M +$16M SPYG, CAT, SPLG, JPST, SPYV 13F-HR 10/15/2025, 03:52 PM
Q2 2025 258 $275M +$16M -$8.11M +$7.9M SPYG, SPLG, CAT, JPST, SPYV 13F-HR 7/16/2025, 04:44 PM
Q1 2025 245 $251M +$17.1M -$8.91M +$8.19M SPLG, SPYG, JPST, CAT, SPYV 13F-HR 5/2/2025, 04:51 PM
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 201 $163M +$9.91M -$10.3M -$377K CAT, SPYG, JPST, SPYV, SPLG 13F-HR 10/11/2023, 11:28 AM
Q2 2023 208 $166M +$17.6M -$12.8M +$4.82M JPST, SPYG, CAT, SPLG, SPYV 13F-HR 7/12/2023, 11:21 AM
Q1 2023 200 $156M +$10.7M -$5.32M +$5.35M JPST, CAT, SPYG, SPYV, SPLG 13F-HR 4/18/2023, 10:45 AM
Q4 2022 198 $146M +$14.1M -$5.1M +$8.97M JPST, CAT, SPYG, SPYV, CVX 13F-HR 1/25/2023, 05:22 PM
Q3 2022 176 $128M +$7.79M -$11.7M -$3.89M JPST, SPYG, CAT, SPYV, SPLG 13F-HR 10/17/2022, 09:47 AM
Q2 2022 186 $139M +$17.4M -$16.2M +$1.18M JPST, SPYG, CAT, SPYV, SPLG 13F-HR 7/26/2022, 10:09 AM
Q1 2022 201 $158M +$26.6M -$26M +$555K SPYG, CAT, SPYV, JPST, SPAB 13F-HR 4/20/2022, 12:02 PM
Q4 2021 209 $162M +$19.3M -$11.3M +$7.98M SPYG, CAT, SPYV, SPAB, SPLG 13F-HR 2/10/2022, 12:50 PM
Q3 2021 194 $151M $0 $0 SPYG, CAT, SPYV, SPAB, SPLG 13F-HR 11/4/2021, 12:34 PM