Independent Solutions Wealth Management, LLC
Position in TROW — Price T Rowe Group Inc
CIK 1818391
Williamsville, NY
Position in TROW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$246,138
+$24,793 QoQ
Shares Held
2,165
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#852
of 1,147 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Independent Solutions Wealth Management, LLC holds $2,972,886 across 3 Asset Management names. TROW ranks #2 (8.3% of the industry book) .
All Filings in TROW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,138 | 2,165 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $221,345 | 2,162 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $207,538 | 2,022 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $207,861 | 2,154 | Shares | Sole | 2025-07-23 | |
| 2024-03-31 | $216,042 | 1,772 | Shares | Sole | 2024-12-19 | |
| No filing history on record for this holder in this stock. | ||||||