Independent Wealth Network Inc.

SEC CIK: 0001891240
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Independent Wealth Network Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 994
Value: $207.7K
% of portfolio: 0.1%
Quarters held: 2; Since Q3 2021

Holdings of MS by Independent Wealth Network Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	994	$207.7K	0.1%	+994	New	Holders
Q4 2021	0	$0	0.0%	−2,074−100.0%	Sold out	Holders
Q3 2021	2,074	$213.0K	0.1%	–	No prior filing	Holders