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Independent Solutions Wealth Management, LLC: IMTM position timeline

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

Independent Solutions Wealth Management, LLC held 90,720 IMTM 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 90,720 shares
    Change vs previous 13F +7,663 shares

    0.63% of the 13F portfolio, value $4,838,098.

    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 83,057 shares
    Change vs previous 13F +34,388 shares

    0.59% of the 13F portfolio, value $3,988,397.

    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 48,669 shares
    Change vs previous 13F +7,639 shares

    0.43% of the 13F portfolio, value $2,334,652.

    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 41,030 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,964,516.

    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).