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Independent Solutions Wealth Management, LLC: SCHB position timeline

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

Independent Solutions Wealth Management, LLC held 138,086 SCHB 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 138,086 shares
    Change vs previous 13F -4,752 shares

    0.52% of the 13F portfolio, value $3,998,976.

    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 142,838 shares
    Change vs previous 13F -2,165 shares

    0.53% of the 13F portfolio, value $3,585,225.

    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 145,003 shares
    Change vs previous 13F -3,444 shares

    0.7% of the 13F portfolio, value $3,803,417.

    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 148,447 shares
    Change vs previous 13F +853 shares

    0.68% of the 13F portfolio, value $3,816,561.

    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 147,594 shares
    Change vs previous 13F +5,667 shares

    0.69% of the 13F portfolio, value $3,517,172.

    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 141,927 shares
    Change vs previous 13F +5,109 shares

    0.68% of the 13F portfolio, value $3,055,686.

    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 136,818 shares
    Change vs previous 13F +86,092 shares

    0.68% of the 13F portfolio, value $3,105,773.

    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 50,726 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,374,281.

    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).