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Independent Solutions Wealth Management, LLC: SHV position timeline

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

Independent Solutions Wealth Management, LLC held 108,641 SHV 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 108,641 shares
    Change vs previous 13F -36,373 shares

    1.56% of the 13F portfolio, value $11,988,534.

    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 145,014 shares
    Change vs previous 13F +33,315 shares

    2.36% of the 13F portfolio, value $16,008,095.

    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 111,699 shares
    Change vs previous 13F +18,118 shares

    2.26% of the 13F portfolio, value $12,303,645.

    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 93,581 shares
    Change vs previous 13F +12,686 shares

    1.84% of the 13F portfolio, value $10,339,765.

    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 80,895 shares
    Change vs previous 13F +6,882 shares

    1.74% of the 13F portfolio, value $8,932,426.

    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 74,013 shares
    Change vs previous 13F +4,667 shares

    1.83% of the 13F portfolio, value $8,175,476.

    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 69,346 shares
    Change vs previous 13F +50,372 shares

    1.67% of the 13F portfolio, value $7,635,688.

    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 18,974 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,099,094.

    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).