Independent Solutions Wealth Management, LLC SEC EDGAR Filings (CIK 0001818391)

SEC EDGAR filings, ownership reports, and insider transactions for Independent Solutions Wealth Management, LLC.

Business address
305 Spindrift Drive, Williamsville, NY, 14221
Top securities (13F)
AAPL, NVDA, LEXI, IVW, AVGO, IVE, PLTR, SHV, AGG, MSFT, IEFA, COST, SCHG, GVI, SCHV, IJH, GOOGL, AMZN, ITOT, and APP
Top holdings (Schedule 13G)
LEXI
State of incorporation
NY
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Independent Solutions Wealth Management, LLC has filed 28 SEC EDGAR filings since 13 Dec 2024

Latest Filings

Recent SEC filings for Independent Solutions Wealth Management, LLC including 13F-HR, N-PX, SCHEDULE 13G.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2026 31 Dec 2025 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2025 30 Sep 2025 028-24522
N-PX Open N-PX document View SEC filing for N-PX 14 Aug 2025 30 Jun 2025 028-24522
N-PX Open N-PX document View SEC filing for N-PX 14 Aug 2025 30 Jun 2024 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2025 30 Jun 2025 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2025 31 Mar 2025 028-24522
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 14 Feb 2025
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2025 31 Dec 2024 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 30 Sep 2024 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 30 Jun 2024 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 31 Mar 2024 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 31 Dec 2023 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 30 Sep 2023 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 30 Jun 2023 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 31 Mar 2023 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 31 Dec 2022 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 30 Sep 2022 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 30 Jun 2022 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 31 Mar 2022 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 31 Dec 2021 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 30 Sep 2021 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 30 Jun 2021 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 31 Mar 2021 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 31 Dec 2020 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 30 Sep 2020 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 30 Jun 2020 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Dec 2024 31 Mar 2020 028-24522
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Dec 2024 31 Dec 2019 028-24522

About this filer

Independent Solutions Wealth Management, LLC files with the SEC under CIK 0001818391. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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