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Independent Advisor Alliance: AMT position timeline

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

Independent Advisor Alliance held 14,562 AMT 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 14,562 shares
    Change vs previous 13F +929 shares

    0.06% of the 13F portfolio, value $2,381,932.

    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 13,633 shares
    Change vs previous 13F -1,473 shares

    0.03% of the 13F portfolio, value $2,352,827.

    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 15,106 shares
    Change vs previous 13F +9,788 shares

    0.06% of the 13F portfolio, value $2,652,064.

    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 5,318 shares
    Change vs previous 13F +147 shares

    0.03% of the 13F portfolio, value $1,022,745.

    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 5,171 shares
    Change vs previous 13F +500 shares

    0.03% of the 13F portfolio, value $1,142,980.

    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 4,671 shares
    Change vs previous 13F +88 shares

    0.03% of the 13F portfolio, value $1,016,360.

    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 4,583 shares
    Change vs previous 13F +950 shares

    0.01% of the 13F portfolio, value $840,684.

    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 3,633 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $844,928.

    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).