Independent Solutions Wealth Management, LLC
Position in COF — Capital One Financial Corp
CIK 1818391
Williamsville, NY
Position in COF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$481,287
+$19,922 QoQ
Shares Held
2,399
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,267
of 2,096 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Independent Solutions Wealth Management, LLC holds $7,741,483 across 4 Credit Services names. COF ranks #3 (6.2% of the industry book) .
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,287 | 2,399 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $461,365 | 2,529 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $619,229 | 2,555 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $553,770 | 2,605 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $472,539 | 2,221 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||