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Independent Solutions Wealth Management, LLC: SHOP position timeline

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

Independent Solutions Wealth Management, LLC held 35,063 SHOP 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 35,063 shares
    Change vs previous 13F -198 shares

    0.52% of the 13F portfolio, value $4,003,506.

    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 35,261 shares
    Change vs previous 13F -850 shares

    0.62% of the 13F portfolio, value $4,182,673.

    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 36,111 shares
    Change vs previous 13F -2,456 shares

    1.07% of the 13F portfolio, value $5,812,806.

    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 38,567 shares
    Change vs previous 13F -532 shares

    1.02% of the 13F portfolio, value $5,731,459.

    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 39,099 shares
    Change vs previous 13F -824 shares

    0.88% of the 13F portfolio, value $4,510,025.

    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 39,923 shares
    Change vs previous 13F +50 shares

    0.85% of the 13F portfolio, value $3,811,811.

    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 39,873 shares
    Change vs previous 13F +729 shares

    0.93% of the 13F portfolio, value $4,239,655.

    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 39,144 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,136,969.

    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).