Skip to content
Disclosery

Independent Solutions Wealth Management, LLC: HDV position timeline

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

Independent Solutions Wealth Management, LLC held 156,463 HDV 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 156,463 shares
    Change vs previous 13F +126,311 shares

    0.56% of the 13F portfolio, value $4,288,659.

    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 30,152 shares
    Change vs previous 13F -243 shares

    0.6% of the 13F portfolio, value $4,092,288.

    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 30,395 shares
    Change vs previous 13F -270 shares

    0.68% of the 13F portfolio, value $3,696,340.

    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 30,665 shares
    Change vs previous 13F +870 shares

    0.67% of the 13F portfolio, value $3,754,958.

    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 29,795 shares
    Change vs previous 13F +1,004 shares

    0.68% of the 13F portfolio, value $3,491,077.

    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 28,791 shares
    Change vs previous 13F -805 shares

    0.78% of the 13F portfolio, value $3,487,130.

    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 29,596 shares
    Change vs previous 13F -4,244 shares

    0.73% of the 13F portfolio, value $3,322,406.

    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 33,840 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,980,236.

    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).