Independent Solutions Wealth Management, LLC

SEC CIK: 0001818391
Latest filing: Jul 29, 2026

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MSFT holding history

Microsoft Corp in every 13F filed by Independent Solutions Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overview All 13F holders of MSFT Full Q2 2026 holdings

Shares (Q2 2026): 21,540
Value: $8.03M
% of portfolio: 1.0%
Quarters held: 22; Since Q1 2021

Holdings of MSFT by Independent Solutions Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,540	$8.03M	1.0%	−3,904−15.3%	Reduced	Holders
Q1 2026	25,444	$9.42M	1.4%	+2,658+11.7%	Added	Holders
Q4 2025	22,786	$11.0M	2.0%	−241−1.0%	Reduced	Holders
Q3 2025	23,027	$11.9M	2.1%	+510+2.3%	Added	Holders
Q2 2025	22,517	$11.2M	2.2%	−320−1.4%	Reduced	Holders
Q1 2025	22,837	$8.57M	1.9%	−167−0.7%	Reduced	Holders
Q4 2024	23,004	$9.70M	2.1%	−522−2.2%	Reduced	Holders
Q3 2024	23,526	$10.1M	2.3%	−554−2.3%	Reduced	Holders
Q2 2024	24,080	$10.8M	2.5%	+137+0.6%	Added	Holders
Q1 2024	23,943	$10.1M	2.4%	−518−2.1%	Reduced	Holders
Q4 2023	24,461	$9.20M	2.4%	+5,224+27.2%	Added	Holders
Q3 2023	19,237	$6.07M	1.7%	+815+4.4%	Added	Holders
Q2 2023	18,422	$6.27M	1.7%	−214−1.1%	Reduced	Holders
Q1 2023	18,636	$5.37M	1.6%	−1,124−5.7%	Reduced	Holders
Q4 2022	19,760	$4.74M	1.4%	−6,761−25.5%	Reduced	Holders
Q3 2022	26,521	$6.18M	2.0%	−240−0.9%	Reduced	Holders
Q2 2022	26,761	$6.87M	2.1%	−2,213−7.6%	Reduced	Holders
Q1 2022	28,974	$8.93M	2.3%	−280−1.0%	Reduced	Holders
Q4 2021	29,254	$9.84M	2.3%	+743+2.6%	Added	Holders
Q3 2021	28,511	$8.04M	2.0%	−196−0.7%	Reduced	Holders
Q2 2021	28,707	$7.78M	1.9%	+1,357+5.0%	Added	Holders
Q1 2021	27,350	$6.45M	1.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.