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Independent Solutions Wealth Management, LLC → PJT

Independent Solutions Wealth Management, LLC PJT Position History

PJT Partners Inc. • Financial Services

Quarters held
4
Latest value
$2.3M
Q3 2026
Peak value
$2.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.7M
Q1 2026$2.3M
Q2 2026$2.4M
Q3 2026$2.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.3M16.3K——
Q2 2026$2.4M16.0K——
Q1 2026$2.3M16.2K——
Q4 2025$2.7M16.3K——

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