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Independent Advisor Alliance: AGX position timeline

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

Independent Advisor Alliance held 2,204 AGX 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 2,204 shares
    Change vs previous 13F -631 shares

    0.04% of the 13F portfolio, value $1,760,278.

    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 2,835 shares
    Change vs previous 13F -18,573 shares

    0.02% of the 13F portfolio, value $1,543,872.

    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 21,408 shares
    Change vs previous 13F -3,425 shares

    0.16% of the 13F portfolio, value $6,707,529.

    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 24,833 shares
    Change vs previous 13F +408 shares

    0.17% of the 13F portfolio, value $6,706,189.

    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 24,425 shares
    Change vs previous 13F +993 shares

    0.16% of the 13F portfolio, value $5,385,223.

    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 23,432 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,073,576.

    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).