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Independent Solutions Wealth Management, LLC: IVE position timeline

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

Independent Solutions Wealth Management, LLC held 72,357 IVE 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 72,357 shares
    Change vs previous 13F -222 shares

    2.14% of the 13F portfolio, value $16,429,352.

    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 72,579 shares
    Change vs previous 13F -2,572 shares

    2.26% of the 13F portfolio, value $15,325,062.

    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 75,151 shares
    Change vs previous 13F -2,837 shares

    2.93% of the 13F portfolio, value $15,937,320.

    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 77,988 shares
    Change vs previous 13F +190 shares

    2.86% of the 13F portfolio, value $16,105,274.

    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 77,798 shares
    Change vs previous 13F +761 shares

    2.97% of the 13F portfolio, value $15,203,362.

    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 77,037 shares
    Change vs previous 13F -864 shares

    3.29% of the 13F portfolio, value $14,681,694.

    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 77,901 shares
    Change vs previous 13F -23,967 shares

    3.25% of the 13F portfolio, value $14,869,655.

    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 101,868 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $20,085,278.

    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).