Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 258
  • Current Value $257 Million
  • Prior Value $237 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
Track This Portfolio

Track Independent Wealth Network Inc. Portfolio

Follow Independent Wealth Network Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.