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Independent Solutions Wealth Management, LLC: ILF position timeline

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

Independent Solutions Wealth Management, LLC held 13,346 ILF 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 13,346 shares
    Change vs previous 13F +1,739 shares

    0.06% of the 13F portfolio, value $450,428.

    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 11,607 shares
    Change vs previous 13F -69 shares

    0.06% of the 13F portfolio, value $412,281.

    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 11,676 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $355,534.

    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).