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Independent Solutions Wealth Management, LLC: HOOD position timeline

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

Independent Solutions Wealth Management, LLC held 43,106 HOOD 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 43,106 shares
    Change vs previous 13F -1,299 shares

    0.56% of the 13F portfolio, value $4,322,670.

    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 44,405 shares
    Change vs previous 13F -1,103 shares

    0.45% of the 13F portfolio, value $3,077,267.

    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 45,508 shares
    Change vs previous 13F -6,090 shares

    0.95% of the 13F portfolio, value $5,146,955.

    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 51,598 shares
    Change vs previous 13F -2,326 shares

    1.31% of the 13F portfolio, value $7,387,802.

    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 53,924 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $5,048,904.

    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).