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Independent Solutions Wealth Management, LLC: LEXI position timeline

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

Independent Solutions Wealth Management, LLC held 3,448,722 LEXI 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 3,448,722 shares
    Change vs previous 13F +85,741 shares

    18.3% of the 13F portfolio, value $140,215,373.

    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 3,362,981 shares
    Change vs previous 13F +2,839,647 shares

    17.45% of the 13F portfolio, value $118,506,736.

    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 523,334 shares
    Change vs previous 13F +69,605 shares

    3.42% of the 13F portfolio, value $18,628,545.

    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 453,729 shares
    Change vs previous 13F +54,570 shares

    2.8% of the 13F portfolio, value $15,756,783.

    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 399,159 shares
    Change vs previous 13F +25,709 shares

    2.52% of the 13F portfolio, value $12,900,819.

    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 373,450 shares
    Change vs previous 13F +35,695 shares

    2.45% of the 13F portfolio, value $10,938,351.

    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 337,755 shares
    Change vs previous 13F +282,836 shares

    2.23% of the 13F portfolio, value $10,178,483.

    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 54,919 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,683,542.

    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).