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Independent Advisor Alliance: ARM position timeline

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

Independent Advisor Alliance held 23,578 ARM 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 23,578 shares
    Change vs previous 13F +20,920 shares

    0.2% of the 13F portfolio, value $8,360,054.

    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 2,658 shares
    Change vs previous 13F -415 shares

    <0.01% of the 13F portfolio, value $402,102.

    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 3,073 shares
    Change vs previous 13F -27 shares

    0.01% of the 13F portfolio, value $335,912.

    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 3,100 shares
    Change vs previous 13F +193 shares

    0.01% of the 13F portfolio, value $438,620.

    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 2,907 shares
    Change vs previous 13F +623 shares

    0.01% of the 13F portfolio, value $470,180.

    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 2,284 shares
    Change vs previous 13F -24 shares

    0.01% of the 13F portfolio, value $243,911.

    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 2,308 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $284,718.

    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 2,290 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $327,493.

    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).