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Independent Solutions Wealth Management, LLC: PLTR position timeline

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

Independent Solutions Wealth Management, LLC held 72,968 PLTR 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 72,968 shares
    Change vs previous 13F -2,722 shares

    1.11% of the 13F portfolio, value $8,513,181.

    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 75,690 shares
    Change vs previous 13F -3,520 shares

    1.63% of the 13F portfolio, value $11,071,939.

    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 79,210 shares
    Change vs previous 13F -8,842 shares

    2.59% of the 13F portfolio, value $14,079,584.

    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 88,052 shares
    Change vs previous 13F -9,366 shares

    2.85% of the 13F portfolio, value $16,062,453.

    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 97,418 shares
    Change vs previous 13F -2,578 shares

    2.59% of the 13F portfolio, value $13,280,027.

    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 99,996 shares
    Change vs previous 13F -10,898 shares

    1.89% of the 13F portfolio, value $8,439,666.

    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 110,894 shares
    Change vs previous 13F -3,520 shares

    1.83% of the 13F portfolio, value $8,386,916.

    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 114,414 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $4,256,202.

    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).