Independent Solutions Wealth Management, LLC

Business address
305 Spindrift Drive, Williamsville, NY, 14221
Top securities (13F)
IVW, AAPL, COST, NVDA, AVGO, IVE, PLTR, LEXI, MSFT, AGG, IEFA, SHV, GVI, SCHG, IJH, SCHV, APP, ITOT, HOOD, and AMZN
State of incorporation
NY
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Independent Solutions Wealth Management, LLC has filed 27 SEC EDGAR filings since 13 Dec 2024

Latest Filings

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