Independent Wealth Network Inc. GRNT GRANITE RIDGE RESOURCES INC

Ownership history in Independent Wealth Network Inc.  ·  9 quarters on record

AI Ownership Summary

Independent Wealth Network Inc. reported GRANITE RIDGE RESOURCES INC (GRNT) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows GRNT at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GRNT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Independent Wealth Network Inc.'s position in GRANITE RIDGE RESOURCES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GRNT was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Independent Wealth Network Inc. held GRNT — position size vs. price
% of Fund (quarterly)    GRNT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 38,934 +9,508 +32.3% 0.07% $229K 2026-04-21 $5.10
2025 Q4 ADDED 29,426 +1,252 +4.4% 0.04% $138K 2026-01-26 $4.53
2025 Q3 ADDED 28,174 +7,010 +33.1% 0.05% $152K 2025-10-15 $5.15
2025 Q2 ADDED 21,164 +1,096 +5.5% 0.05% $135K 2025-07-16 $4.94
2025 Q1 ADDED 20,068 +3,963 +24.6% 0.05% $122K 2025-05-02 $4.70
2024 Q4 ADDED 16,105 +942 +6.2% 0.04% $104K 2025-01-17 $6.18
2024 Q3 ADDED 15,163 +2,549 +20.2% 0.04% $90K 2024-10-15 $5.24
2024 Q2 ADDED 12,614 +339 +2.8% 0.04% $80K 2024-07-18 $6.08
2023 Q4 INITIATED 12,275 0.04% $74K 2024-01-12 $4.59

FAQ About Independent Wealth Network Inc. and GRNT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Independent Wealth Network Inc. reported owning GRNT?

Independent Wealth Network Inc. reported GRNT across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GRNT position in Independent Wealth Network Inc.'s portfolio?

The largest reported portfolio weight for GRNT was 0.07% in 2026 Q1.

What is the latest reported GRNT position on this page?

The most recent filing on this page is 2026 Q1, when Independent Wealth Network Inc. reported 38,934 shares, equal to 0.07% of portfolio, with an estimated market value of $229K.

What does the chart on this GRNT ownership page compare?

The chart compares Independent Wealth Network Inc.'s quarterly GRNT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Independent Wealth Network Inc. time their GRNT position?

Based on 13F filing dates vs. subsequent GRNT price moves, Independent Wealth Network Inc. correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on GRNT relative to SPY over the holding period was -12.8%.

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