Independent Solutions Wealth Management, LLC
Position in PJT — PJT Partners Inc.
CIK 1818391
Williamsville, NY
Position in PJT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,410,511
+$151,379 QoQ
Shares Held
15,970
-1.2% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#101
of 414 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Independent Solutions Wealth Management, LLC holds $13,902,240 across 6 Capital Markets names. PJT ranks #4 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
This page
|
15,970 | $2,410,511 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
19,880 | $1,184,251 | |
| 6 | MS |
Morgan Stanley
|
1,558 | $325,684 |
All Filings in PJT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,410,511 | 15,970 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,259,132 | 16,169 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,722,684 | 16,284 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,024,609 | 17,018 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,738,835 | 16,598 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,228,692 | 16,164 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,505,391 | 15,876 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||