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Independent Solutions Wealth Management, LLC: SCHO position timeline

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

Independent Solutions Wealth Management, LLC held 195,129 SCHO 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 195,129 shares
    Change vs previous 13F -5,323 shares

    0.61% of the 13F portfolio, value $4,710,425.

    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 200,452 shares
    Change vs previous 13F +1,825 shares

    0.72% of the 13F portfolio, value $4,864,959.

    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 198,627 shares
    Change vs previous 13F +1,061 shares

    0.89% of the 13F portfolio, value $4,840,531.

    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 197,566 shares
    Change vs previous 13F -3,387 shares

    0.86% of the 13F portfolio, value $4,820,615.

    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 200,953 shares
    Change vs previous 13F +14,391 shares

    0.96% of the 13F portfolio, value $4,899,223.

    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 186,562 shares
    Change vs previous 13F +6,074 shares

    1.02% of the 13F portfolio, value $4,540,931.

    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 180,488 shares
    Change vs previous 13F +75,781 shares

    0.95% of the 13F portfolio, value $4,342,536.

    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 104,707 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $5,128,545.

    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).