Independent Solutions Wealth Management, LLC

Position in MS — Morgan Stanley

CIK 1818391 Williamsville, NY

Position in MS

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

Position Value

$325,684

+$74,880 QoQ

Shares Held

1,558

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,075

of 2,723 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Independent Solutions Wealth Management, LLC holds $13,902,240 across 6 Capital Markets names. MS ranks #6 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	43,106	$4,322,669
2	IBKR	Interactive Brokers Group, Inc.	35,771	$3,113,507
3	GS	Goldman Sachs Group Inc	2,517	$2,545,618
4	PJT	PJT Partners Inc.	15,970	$2,410,511
5	VIRT	Virtu Financial, Inc.	19,880	$1,184,251
6	MS	Morgan Stanley This page	1,558	$325,684

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$325,684	1,558	+2.2%	Shares	Sole	2026-07-29
2026-03-31	$250,804	1,524	-48.5%	Shares	Sole	2026-04-27
2023-09-30	$241,661	2,959	-9.2%	Shares	Sole	2024-12-19
2023-06-30	$278,233	3,258	0.0%	Shares	Sole	2024-12-19
2023-03-31	$286,052	3,258	-2.5%	Shares	Sole	2024-12-19
2022-12-31	$283,966	3,340	0.0%	Shares	Sole	2024-12-19
2022-09-30	$263,893	3,340	0.0%	Shares	Sole	2024-12-19
2022-06-30	$254,040	3,340	-31.7%	Shares	Sole	2024-12-19
2022-03-31	$427,298	4,889	-3.0%	Shares	Sole	2024-12-19
2021-12-31	$494,530	5,038	0.0%	Shares	Sole	2024-12-19
2021-09-30	$490,247	5,038	+20.8%	Shares	Sole	2024-12-19
2021-06-30	$382,255	4,169	+31.8%	Shares	Sole	2024-12-19
2021-03-31	$245,716	3,164	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.