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Independent Solutions Wealth Management, LLC: IBKR position timeline

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

Independent Solutions Wealth Management, LLC held 35,771 IBKR 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 35,771 shares
    Change vs previous 13F -1,527 shares

    0.41% of the 13F portfolio, value $3,113,487.

    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 37,298 shares
    Change vs previous 13F -1,148 shares

    0.37% of the 13F portfolio, value $2,501,547.

    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 38,446 shares
    Change vs previous 13F -3,066 shares

    0.45% of the 13F portfolio, value $2,472,483.

    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 41,512 shares
    Change vs previous 13F +983 shares

    0.51% of the 13F portfolio, value $2,856,447.

    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 40,529 shares
    Change vs previous 13F +33,341 shares

    0.44% of the 13F portfolio, value $2,245,702.

    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 7,188 shares
    Change vs previous 13F -6,219 shares

    0.27% of the 13F portfolio, value $1,190,185.

    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 13,407 shares
    Change vs previous 13F +165 shares

    0.52% of the 13F portfolio, value $2,368,681.

    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 13,242 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,845,436.

    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).