Independent Solutions Wealth Management, LLC: TROW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Solutions Wealth Management, LLC on TROW, newest first. How the timeline and the estimate are built.
Independent Solutions Wealth Management, LLC held 2,165 TROW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 2,165 sharesChange vs previous 13F +2,165 shares
0.03% of the 13F portfolio, value $246,139.
13F-HR 0001818391-26-000003 filed by Independent Solutions Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -2,162 shares
13F-HR 0001818391-26-000002 filed by Independent Solutions Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 2,162 sharesChange vs previous 13F +140 shares
0.04% of the 13F portfolio, value $221,346.
13F-HR 0001818391-26-000001 filed by Independent Solutions Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,022 sharesChange vs previous 13F -132 shares
0.04% of the 13F portfolio, value $207,538.
13F-HR 0001818391-25-000002 filed by Independent Solutions Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,154 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $207,861.
13F-HR 0001085146-25-004052 filed by Independent Solutions Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).