Independent Wealth Network Inc.
Holdings in JRS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $165,509 | 21,607 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $176,638 | 21,594 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $168,048 | 21,600 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $153,700 | 18,653 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $170,571 | 19,765 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $184,326 | 19,820 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $154,839 | 20,267 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $140,746 | 17,816 | Shares | Sole | 2024-05-20 |
| 2023-12-31 | $139,321 | 17,816 | Shares | Sole | 2024-01-12 |
| 2023-09-30 | $113,136 | 16,886 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $137,239 | 18,471 | Shares | Sole | 2023-07-12 |
| 2023-03-31 | $117,779 | 15,767 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $108,720 | 14,381 | Shares | Sole | 2023-01-25 |
| 2022-09-30 | $90,371 | 11,691 | Shares | Sole | 2022-10-17 |