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Independent Advisor Alliance: AEE position timeline

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

Independent Advisor Alliance held 2,933 AEE 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 2,933 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $331,546.

    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 2,953 shares
    Change vs previous 13F +57 shares

    <0.01% of the 13F portfolio, value $324,594.

    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 2,896 shares
    Change vs previous 13F -122 shares

    0.01% of the 13F portfolio, value $289,194.

    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 3,018 shares
    Change vs previous 13F -52 shares

    0.01% of the 13F portfolio, value $315,019.

    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 3,070 shares
    Change vs previous 13F -477 shares

    0.01% of the 13F portfolio, value $294,843.

    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 3,547 shares
    Change vs previous 13F +243 shares

    0.01% of the 13F portfolio, value $356,162.

    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 3,304 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $294,557.

    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).