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Independent Advisor Alliance: ALL position timeline

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

Independent Advisor Alliance held 13,499 ALL 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 13,499 shares
    Change vs previous 13F +1,839 shares

    0.08% of the 13F portfolio, value $3,211,895.

    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 11,660 shares
    Change vs previous 13F +2,377 shares

    0.03% of the 13F portfolio, value $2,417,702.

    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 9,283 shares
    Change vs previous 13F -12,763 shares

    0.05% of the 13F portfolio, value $1,932,245.

    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 22,046 shares
    Change vs previous 13F +1,510 shares

    0.12% of the 13F portfolio, value $4,732,033.

    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 20,536 shares
    Change vs previous 13F +554 shares

    0.12% of the 13F portfolio, value $4,134,114.

    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 19,982 shares
    Change vs previous 13F +19 shares

    0.14% of the 13F portfolio, value $4,137,640.

    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 19,963 shares
    Change vs previous 13F -535 shares

    0.05% of the 13F portfolio, value $3,848,603.

    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 20,498 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,887,541.

    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).