Skip to content
Disclosery

Independent Solutions Wealth Management, LLC: FREL position timeline

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

Independent Solutions Wealth Management, LLC held 115,332 FREL 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 115,332 shares
    Change vs previous 13F +1,027 shares

    0.44% of the 13F portfolio, value $3,379,214.

    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 114,305 shares
    Change vs previous 13F +1,418 shares

    0.45% of the 13F portfolio, value $3,075,945.

    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 112,887 shares
    Change vs previous 13F -3,028 shares

    0.56% of the 13F portfolio, value $3,035,542.

    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 115,915 shares
    Change vs previous 13F +404 shares

    0.57% of the 13F portfolio, value $3,223,600.

    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 115,511 shares
    Change vs previous 13F +844 shares

    0.61% of the 13F portfolio, value $3,123,424.

    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 114,667 shares
    Change vs previous 13F +1,626 shares

    0.71% of the 13F portfolio, value $3,149,913.

    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 113,041 shares
    Change vs previous 13F -32,290 shares

    0.67% of the 13F portfolio, value $3,054,365.

    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 145,331 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $4,284,351.

    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).