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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, 2026

Independent Solutions Wealth Management, LLC holds $3,104,742 across 4 Banks - Regional names. NWBI ranks #4 (6.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 NWBI
Northwest Bancshares, Inc.
This page
12,932 $196,049

All Filings in NWBI

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $196,049 12,932
2026-03-31 $161,784 12,749
2025-12-31 $150,684 12,557
2025-09-30 $152,917 12,342
2025-06-30 $155,174 12,142
2025-03-31 $143,675 11,953