Independent Solutions Wealth Management, LLC
Position in NWBI — Northwest Bancshares, Inc.
CIK 1818391
Williamsville, NY
Position in NWBI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$196,049
+$34,265 QoQ
Shares Held
12,932
+1.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#198
of 314 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NWBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Independent Solutions Wealth Management, LLC holds $3,104,742 across 4 Banks - Regional names. NWBI ranks #4 (6.3% of the industry book) .
All Filings in NWBI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,049 | 12,932 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $161,784 | 12,749 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $150,684 | 12,557 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $152,917 | 12,342 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $155,174 | 12,142 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $143,675 | 11,953 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||