WTBA β€” WEST BANCORPORATION INC

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

AI Ownership Summary

Independent Wealth Network Inc. reported WEST BANCORPORATION INC (WTBA) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.09% in 2024 Q2. The latest visible filing shows WTBA 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 WTBA 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 WEST BANCORPORATION 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
2025 Q4

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

High-water mark
Peak Conviction
0.09% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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 WTBA β€” position size vs. price
% of Fund (quarterly)    WTBA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 10,353 +423 +4.3% 0.07% $230K 2026-02-14 (Est.) $25.55
2025 Q3 REDUCED 9,930 -673 -6.3% 0.06% $202K 2025-10-15 $19.82
2025 Q1 ADDED 10,603 +155 +1.5% 0.08% $211K 2025-05-02 $19.20
2024 Q4 ADDED 10,448 +40 +0.4% 0.09% $226K 2025-01-17 $20.12
2024 Q3 REDUCED 10,408 -942 -8.3% 0.09% $198K 2024-10-15 $18.15
2024 Q2 INITIATED 11,350 β€” β€” 0.09% $203K 2024-07-18 $18.90

FAQ About Independent Wealth Network Inc. and WTBA

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 WTBA?

Independent Wealth Network Inc. reported WTBA across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

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

The largest reported portfolio weight for WTBA was 0.09% in 2024 Q2.

What is the latest reported WTBA position on this page?

The most recent filing on this page is 2025 Q4, when Independent Wealth Network Inc. reported 10,353 shares, equal to 0.07% of portfolio, with an estimated market value of $230K.

What does the chart on this WTBA ownership page compare?

The chart compares Independent Wealth Network Inc.'s quarterly WTBA 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.

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