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Independent Advisor Alliance: ADI position timeline

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

Independent Advisor Alliance held 27,284 ADI 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 27,284 shares
    Change vs previous 13F -164 shares

    0.25% of the 13F portfolio, value $10,836,115.

    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 27,448 shares
    Change vs previous 13F -69 shares

    0.09% of the 13F portfolio, value $8,732,133.

    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 27,517 shares
    Change vs previous 13F +385 shares

    0.18% of the 13F portfolio, value $7,462,707.

    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 27,132 shares
    Change vs previous 13F +6,726 shares

    0.17% of the 13F portfolio, value $6,666,389.

    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 20,406 shares
    Change vs previous 13F -465 shares

    0.14% of the 13F portfolio, value $4,856,930.

    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 20,871 shares
    Change vs previous 13F -689 shares

    0.14% of the 13F portfolio, value $4,209,082.

    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 21,560 shares
    Change vs previous 13F +1,792 shares

    0.06% of the 13F portfolio, value $4,580,634.

    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 19,768 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,550,062.

    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).