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Independent Solutions Wealth Management, LLC: SCHV position timeline

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

Independent Solutions Wealth Management, LLC held 301,365 SCHV 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 301,365 shares
    Change vs previous 13F -3,330 shares

    1.37% of the 13F portfolio, value $10,490,517.

    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 304,695 shares
    Change vs previous 13F -8,401 shares

    1.37% of the 13F portfolio, value $9,293,199.

    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 313,096 shares
    Change vs previous 13F -3,881 shares

    1.7% of the 13F portfolio, value $9,270,784.

    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 316,977 shares
    Change vs previous 13F +4,914 shares

    1.64% of the 13F portfolio, value $9,227,210.

    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 312,063 shares
    Change vs previous 13F +6,028 shares

    1.69% of the 13F portfolio, value $8,634,786.

    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 306,035 shares
    Change vs previous 13F +10,855 shares

    1.82% of the 13F portfolio, value $8,134,398.

    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 295,180 shares
    Change vs previous 13F +186,659 shares

    1.68% of the 13F portfolio, value $7,695,331.

    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 108,521 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $8,721,806.

    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).