Skip to content
Disclosery

Independent Solutions Wealth Management, LLC: SRE position timeline

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

Independent Solutions Wealth Management, LLC held 25,405 SRE 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 25,405 shares
    Change vs previous 13F +733 shares

    0.31% of the 13F portfolio, value $2,355,280.

    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 24,672 shares
    Change vs previous 13F -526 shares

    0.35% of the 13F portfolio, value $2,397,360.

    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 25,198 shares
    Change vs previous 13F -1,201 shares

    0.41% of the 13F portfolio, value $2,224,715.

    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 26,399 shares
    Change vs previous 13F +181 shares

    0.42% of the 13F portfolio, value $2,375,365.

    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 26,218 shares
    Change vs previous 13F +609 shares

    0.39% of the 13F portfolio, value $1,986,524.

    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 25,609 shares
    Change vs previous 13F +480 shares

    0.41% of the 13F portfolio, value $1,827,445.

    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 25,129 shares
    Change vs previous 13F +93 shares

    0.48% of the 13F portfolio, value $2,204,300.

    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 25,036 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,093,745.

    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).