Independent Wealth Network Inc.
Holdings in WTBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $229,733 | 10,353 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $201,777 | 9,930 | Shares | Sole | 2025-10-15 |
| 2025-03-31 | $211,423 | 10,603 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $226,199 | 10,448 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $197,856 | 10,408 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $203,165 | 11,350 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $181,972 | 10,206 | Shares | Sole | 2024-05-20 |