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Independent Solutions Wealth Management, LLC: ARM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Solutions Wealth Management, LLC on ARM, newest first. How the timeline and the estimate are built.

Independent Solutions Wealth Management, LLC held 14,873 ARM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,873 shares
    Change vs previous 13F -163 shares

    0.69% of the 13F portfolio, value $5,273,520.

    13F-HR 0001818391-26-000003 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,036 shares
    Change vs previous 13F +1,771 shares

    0.33% of the 13F portfolio, value $2,274,646.

    13F-HR 0001818391-26-000002 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,265 shares
    Change vs previous 13F -4,483 shares

    0.27% of the 13F portfolio, value $1,449,997.

    13F-HR 0001818391-26-000001 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,748 shares
    Change vs previous 13F +679 shares

    0.45% of the 13F portfolio, value $2,511,165.

    13F-HR 0001818391-25-000002 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,069 shares
    Change vs previous 13F +498 shares

    0.54% of the 13F portfolio, value $2,760,740.

    13F-HR 0001085146-25-004052 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,571 shares
    Change vs previous 13F +278 shares

    0.4% of the 13F portfolio, value $1,769,617.

    13F-HR 0001085146-25-002266 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,293 shares
    Change vs previous 13F +1,621 shares

    0.44% of the 13F portfolio, value $2,009,904.

    13F-HR 0001085146-25-000983 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,672 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,098,243.

    13F-HR 0001085146-24-006074 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).