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Independent Advisor Alliance: A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on A, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 1,559 A shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,559 shares
    Change vs previous 13F -220 shares

    <0.01% of the 13F portfolio, value $207,121.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,779 shares
    Change vs previous 13F -6,175 shares

    <0.01% of the 13F portfolio, value $202,771.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,954 shares
    Change vs previous 13F +5,432 shares

    0.03% of the 13F portfolio, value $1,082,282.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,522 shares
    Change vs previous 13F +23 shares

    0.01% of the 13F portfolio, value $323,677.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,499 shares
    Change vs previous 13F +180 shares

    0.01% of the 13F portfolio, value $294,886.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,319 shares
    Change vs previous 13F -78 shares

    0.01% of the 13F portfolio, value $271,256.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,397 shares
    Change vs previous 13F +941 shares

    <0.01% of the 13F portfolio, value $321,989.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,456 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $216,162.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).