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Independent Advisor Alliance: AXS position timeline

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

Independent Advisor Alliance held 37,008 AXS 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 37,008 shares
    Change vs previous 13F +2,026 shares

    0.09% of the 13F portfolio, value $3,976,120.

    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 34,982 shares
    Change vs previous 13F +1,676 shares

    0.04% of the 13F portfolio, value $3,547,523.

    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 33,306 shares
    Change vs previous 13F +549 shares

    0.09% of the 13F portfolio, value $3,566,721.

    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 32,757 shares
    Change vs previous 13F -174 shares

    0.08% of the 13F portfolio, value $3,138,082.

    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 32,931 shares
    Change vs previous 13F -426 shares

    0.1% of the 13F portfolio, value $3,418,900.

    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 33,357 shares
    Change vs previous 13F +59 shares

    0.11% of the 13F portfolio, value $3,343,660.

    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 33,298 shares
    Change vs previous 13F +749 shares

    0.04% of the 13F portfolio, value $2,950,837.

    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 32,549 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,591,253.

    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).