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Independent Advisor Alliance: AFL position timeline

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

Independent Advisor Alliance held 35,419 AFL 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 35,419 shares
    Change vs previous 13F -1,315 shares

    0.1% of the 13F portfolio, value $4,152,858.

    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 36,734 shares
    Change vs previous 13F -1,971 shares

    0.04% of the 13F portfolio, value $4,030,109.

    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 38,705 shares
    Change vs previous 13F -476 shares

    0.1% of the 13F portfolio, value $4,268,002.

    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 39,181 shares
    Change vs previous 13F -156 shares

    0.11% of the 13F portfolio, value $4,376,474.

    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 39,337 shares
    Change vs previous 13F -1,800 shares

    0.12% of the 13F portfolio, value $4,148,455.

    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 41,137 shares
    Change vs previous 13F -691 shares

    0.15% of the 13F portfolio, value $4,574,034.

    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 41,828 shares
    Change vs previous 13F +2,435 shares

    0.06% of the 13F portfolio, value $4,326,671.

    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 39,393 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,404,084.

    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).