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Independent Solutions Wealth Management, LLC: DELL position timeline

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

Independent Solutions Wealth Management, LLC held 4,178 DELL 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 4,178 shares
    Change vs previous 13F -48 shares

    0.24% of the 13F portfolio, value $1,802,550.

    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 4,226 shares
    Change vs previous 13F -6 shares

    0.1% of the 13F portfolio, value $693,579.

    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 4,232 shares
    Change vs previous 13F -78 shares

    0.1% of the 13F portfolio, value $532,698.

    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 4,310 shares
    Change vs previous 13F -149 shares

    0.11% of the 13F portfolio, value $610,999.

    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 4,459 shares
    Change vs previous 13F -1,028 shares

    0.11% of the 13F portfolio, value $546,648.

    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 5,487 shares
    Change vs previous 13F -9,305 shares

    0.11% of the 13F portfolio, value $500,133.

    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 14,792 shares
    Change vs previous 13F -1,317 shares

    0.37% of the 13F portfolio, value $1,704,621.

    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 16,109 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,909,569.

    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).