Independent Wealth Network Inc. BGS — B & G FOODS INC NEW

Ownership history in Independent Wealth Network Inc.  ·  6 quarters on record

AI Ownership Summary

Independent Wealth Network Inc. reported B & G FOODS INC NEW (BGS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows BGS 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 BGS 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 B & G FOODS INC NEW, 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

BGS 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
2024 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.

BGS stock page Independent Wealth Network Inc. fund profile Independent Wealth Network Inc. full holdings
How Independent Wealth Network Inc. held BGS — position size vs. price
% of Fund (quarterly)    BGS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 48,059 +12,567 +35.4% 0.07% $231K 2026-04-21 $5.33
2025 Q4 REDUCED — — — 35,492 -1,471 -4.0% 0.05% $153K 2026-01-26 $4.19
2025 Q3 ADDED — — — 36,963 +15,588 +72.9% 0.05% $164K 2025-10-15 $4.08
2025 Q2 ADDED — — — 21,375 +5,461 +34.3% 0.03% $90K 2025-07-16 $3.60
2025 Q1 ADDED — — — 15,914 +4,696 +41.9% 0.04% $109K 2025-05-02 $5.67
2024 Q4 INITIATED — — — 11,218 — — 0.03% $77K 2025-01-17 $5.33

🏢 Other funds also holding BGS

As of 2026 Q1 — sorted by position size

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3Y 7Y 0.17% DECISION INVESTMENTS, INC 0.07% PFG Investments, LLC 0.06% Comprehensive Money Management Services LLC 0.03% Investors Research Corp 3Y 7Y 0.02% Inscription Capital, LLC 3Y 0.02% Prism Advisors, Inc. 3Y 7Y 0.02% Gilman Hill Asset Management, LLC 3Y 7Y 0.01% Abacus Wealth Partners, LLC 0.01% Everhart Financial Group, Inc. 3Y 0.01%

FAQ About Independent Wealth Network Inc. and BGS

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 BGS?

Independent Wealth Network Inc. reported BGS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

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

What is the latest reported BGS position on this page?

The most recent filing on this page is 2026 Q1, when Independent Wealth Network Inc. reported 48,059 shares, equal to 0.07% of portfolio, with an estimated market value of $231K.

What does the chart on this BGS ownership page compare?

The chart compares Independent Wealth Network Inc.'s quarterly BGS 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 BGS position?

Based on 13F filing dates vs. subsequent BGS price moves, Independent Wealth Network Inc. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BGS relative to SPY over the holding period was -13.2%.

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