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Independent Solutions Wealth Management, LLC: FLOT position timeline

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

Independent Solutions Wealth Management, LLC held 126,330 FLOT 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 126,330 shares
    Change vs previous 13F +379 shares

    0.84% of the 13F portfolio, value $6,449,146.

    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 125,951 shares
    Change vs previous 13F +54,615 shares

    0.94% of the 13F portfolio, value $6,417,203.

    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 71,336 shares
    Change vs previous 13F +11,575 shares

    0.67% of the 13F portfolio, value $3,628,149.

    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 59,761 shares
    Change vs previous 13F +6,371 shares

    0.54% of the 13F portfolio, value $3,052,891.

    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 53,390 shares
    Change vs previous 13F +2,277 shares

    0.53% of the 13F portfolio, value $2,723,958.

    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 51,113 shares
    Change vs previous 13F +3,817 shares

    0.58% of the 13F portfolio, value $2,609,319.

    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 47,296 shares
    Change vs previous 13F +32,734 shares

    0.53% of the 13F portfolio, value $2,406,420.

    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 14,562 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $743,244.

    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).