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Disclosery

Independent Advisor Alliance: ATR position timeline

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

Independent Advisor Alliance held 8,086 ATR 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 8,086 shares
    Change vs previous 13F +1,103 shares

    0.02% of the 13F portfolio, value $1,012,365.

    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 6,983 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $879,967.

    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).