Independent Wealth Network Inc.

Position in TOST — Toast, Inc.

CIK 1891240 URBANDALE, IA

Position in TOST

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$300,122

+$99,775 QoQ

Shares Held

10,788

+91.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#503

of 764 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Independent Wealth Network Inc. holds $7,412,980 across 5 Software - Infrastructure names. TOST ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	12,347	$4,605,677
2	PLTR	Palantir Technologies Inc.	16,040	$1,871,386
3	ORCL	Oracle Corp	2,519	$369,159
4	TOST	Toast, Inc. This page	10,788	$300,122
5	DOCN	DigitalOcean Holdings, Inc.	1,698	$266,636

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,122	10,788	+91.2%	Shares	Sole	2026-07-20
2025-12-31	$200,347	5,642	+1.8%	Shares	Sole	2026-01-26
2025-09-30	$202,338	5,542	-14.0%	Shares	Sole	2025-10-15
2025-06-30	$285,271	6,441	+5.0%	Shares	Sole	2025-07-16
2025-03-31	$203,398	6,132	-12.2%	Shares	Sole	2025-05-02
2024-12-31	$254,493	6,982	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.