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Independent Advisor Alliance: ALB position timeline

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

Independent Advisor Alliance held 22,316 ALB 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 22,316 shares
    Change vs previous 13F -1,031 shares

    0.07% of the 13F portfolio, value $3,013,311.

    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 23,347 shares
    Change vs previous 13F +16,021 shares

    0.04% of the 13F portfolio, value $4,191,462.

    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 7,326 shares
    Change vs previous 13F -1,574 shares

    0.03% of the 13F portfolio, value $1,036,250.

    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 8,900 shares
    Change vs previous 13F -1,224 shares

    0.02% of the 13F portfolio, value $721,579.

    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 10,124 shares
    Change vs previous 13F +1,138 shares

    0.02% of the 13F portfolio, value $634,443.

    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 8,986 shares
    Change vs previous 13F -134 shares

    0.02% of the 13F portfolio, value $647,169.

    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 9,120 shares
    Change vs previous 13F -1,430 shares

    0.01% of the 13F portfolio, value $785,012.

    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 10,550 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $999,193.

    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).