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Independent Solutions Wealth Management, LLC: LQD position timeline

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

Independent Solutions Wealth Management, LLC held 47,689 LQD 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 47,689 shares
    Change vs previous 13F +309 shares

    0.68% of the 13F portfolio, value $5,201,449.

    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 47,380 shares
    Change vs previous 13F +65 shares

    0.76% of the 13F portfolio, value $5,163,986.

    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 47,315 shares
    Change vs previous 13F +11,883 shares

    0.96% of the 13F portfolio, value $5,213,677.

    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 35,432 shares
    Change vs previous 13F +1,851 shares

    0.7% of the 13F portfolio, value $3,949,605.

    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 33,581 shares
    Change vs previous 13F -161 shares

    0.72% of the 13F portfolio, value $3,680,834.

    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 33,742 shares
    Change vs previous 13F +375 shares

    0.82% of the 13F portfolio, value $3,667,456.

    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 33,367 shares
    Change vs previous 13F -9,156 shares

    0.78% of the 13F portfolio, value $3,564,894.

    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 42,523 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $4,804,199.

    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).