Independent Solutions Wealth Management, LLC

Position in MA — Mastercard Inc

CIK 1818391 Williamsville, NY

Position in MA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,554,667

-$92,212 QoQ

Shares Held

3,027

-8.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#1,771

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Independent Solutions Wealth Management, LLC holds $7,741,483 across 4 Credit Services names. MA ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	15,570	$5,341,911
2	MA	Mastercard Inc This page	3,027	$1,554,667
3	COF	Capital One Financial Corp	2,399	$481,287
4	AXP	American Express Co	1,075	$363,618

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,554,667	3,027	-8.2%	Shares	Sole	2026-07-29
2026-03-31	$1,646,879	3,296	-2.0%	Shares	Sole	2026-04-27
2025-12-31	$1,919,869	3,363	-5.9%	Shares	Sole	2026-02-05
2025-09-30	$2,033,495	3,575	+9.5%	Shares	Sole	2025-10-23
2025-06-30	$1,834,734	3,265	-1.3%	Shares	Sole	2025-07-23
2025-03-31	$1,813,180	3,308	-6.9%	Shares	Sole	2025-04-23
2024-12-31	$1,870,903	3,553	-3.9%	Shares	Sole	2025-02-11
2024-09-30	$1,826,566	3,699	-2.1%	Shares	Sole	2024-12-19
2024-06-30	$1,667,584	3,780	-2.2%	Shares	Sole	2024-12-19
2024-03-31	$1,861,749	3,866	-1.3%	Shares	Sole	2024-12-19
2023-12-31	$1,669,786	3,915	+16.8%	Shares	Sole	2024-12-19
2023-09-30	$1,327,090	3,352	+15.1%	Shares	Sole	2024-12-19
2023-06-30	$1,145,682	2,913	-5.4%	Shares	Sole	2024-12-19
2023-03-31	$1,119,302	3,080	-16.8%	Shares	Sole	2024-12-19
2022-12-31	$1,287,991	3,704	-2.8%	Shares	Sole	2024-12-19
2022-09-30	$1,083,904	3,812	-3.0%	Shares	Sole	2024-12-19
2022-06-30	$1,239,205	3,928	-32.9%	Shares	Sole	2024-12-19
2022-03-31	$2,092,817	5,856	-3.4%	Shares	Sole	2024-12-19
2021-12-31	$2,178,916	6,064	-39.0%	Shares	Sole	2024-12-19
2021-09-30	$3,455,939	9,940	-7.9%	Shares	Sole	2024-12-19
2021-06-30	$3,938,956	10,789	+1.5%	Shares	Sole	2024-12-19
2021-03-31	$3,786,235	10,634	+6.8%	Shares	Sole	2024-12-19
2020-12-31	$3,553,694	9,956	-1.5%	Shares	Sole	2024-12-19
2020-09-30	$3,418,560	10,109	+0.6%	Shares	Sole	2024-12-19
2020-06-30	$2,972,672	10,053	+9.8%	Shares	Sole	2024-12-19
2020-03-31	$2,211,723	9,156	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.