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Independent Advisor Alliance: AVUV position timeline

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

Independent Advisor Alliance held 52,364 AVUV 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 52,364 shares
    Change vs previous 13F -342,976 shares

    0.15% of the 13F portfolio, value $6,532,871.

    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 395,340 shares
    Change vs previous 13F +349,639 shares

    0.47% of the 13F portfolio, value $43,673,207.

    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 45,701 shares
    Change vs previous 13F -175 shares

    0.11% of the 13F portfolio, value $4,660,615.

    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 45,876 shares
    Change vs previous 13F +11,233 shares

    0.12% of the 13F portfolio, value $4,566,065.

    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 34,643 shares
    Change vs previous 13F +8,745 shares

    0.09% of the 13F portfolio, value $3,155,999.

    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 25,898 shares
    Change vs previous 13F -48,466 shares

    0.07% of the 13F portfolio, value $2,257,566.

    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 74,364 shares
    Change vs previous 13F +52,552 shares

    0.1% of the 13F portfolio, value $7,178,375.

    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 21,812 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,092,861.

    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).